RAM

Riggs Asset Management Portfolio holdings

AUM $461M
1-Year Est. Return 54.36%
This Quarter Est. Return
1 Year Est. Return
+54.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.65M 1.65%
44,016
-2,327
27
$5.44M 1.59%
90,364
+796
28
$5.12M 1.49%
36,044
-830
29
$5.08M 1.48%
24,160
+20,713
30
$4.98M 1.45%
52,342
-1,149
31
$4.76M 1.39%
65,174
-2,300
32
$4.1M 1.2%
56,568
-2,496
33
$3.44M 1%
9,993
-930
34
$3.42M 1%
7,700
-2,540
35
$3.27M 0.95%
32,175
+4
36
$3.2M 0.93%
9,983
-237
37
$3.18M 0.93%
13,973
+13,673
38
$3.07M 0.89%
60,030
-1,771
39
$2.91M 0.85%
13,961
-640
40
$2.85M 0.83%
+46,559
41
$2.83M 0.82%
5,406
-3,257
42
$2.71M 0.79%
9,954
-1,473
43
$2.7M 0.79%
127,649
-5,860
44
$2.63M 0.77%
16,987
+14,751
45
$2.57M 0.75%
43,328
+731
46
$2.46M 0.72%
5,066
+117
47
$2.41M 0.7%
3,097
-134
48
$2.35M 0.68%
38,851
-527
49
$2.3M 0.67%
17,453
+400
50
$2.27M 0.66%
11,476
-1,097
1
2
3 4 5