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
$374M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$8.16M
3
+$4.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.33M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4M

Top Sells

1
+$8.43M
2
+$5.65M
3
+$5.59M
4
NEM icon
Newmont
NEM
+$5.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.38M

Sector Composition

1 Technology 19.49%
2 Financials 8.48%
3 Consumer Discretionary 7.61%
4 Industrials 5.75%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.6M 1.5%
87,496
+7,604
27
$5.59M 1.49%
60,328
-3,739
28
$5.41M 1.45%
80,540
+785
29
$5.31M 1.42%
45,702
+10,353
30
$5.13M 1.37%
66,501
-1,496
31
$4.9M 1.31%
+62,181
32
$4.6M 1.23%
58,839
-103
33
$4.4M 1.17%
72,782
+71,599
34
$4.32M 1.15%
73,916
+2,363
35
$4.17M 1.11%
10,068
+130
36
$4.17M 1.11%
45,395
-62
37
$4M 1.07%
+74,662
38
$3.79M 1.01%
37,534
+865
39
$3.78M 1.01%
44,100
-242
40
$3.56M 0.95%
169,216
+169,114
41
$3.3M 0.88%
54,733
+1,148
42
$3.18M 0.85%
27,697
-3,933
43
$2.99M 0.8%
5,057
+43
44
$2.83M 0.75%
12,830
-5,542
45
$2.76M 0.74%
102,976
+498
46
$2.45M 0.65%
1,423
+24
47
$2.41M 0.64%
62,004
+1,875
48
$2.38M 0.63%
131,572
+55,573
49
$2.38M 0.63%
3,070
+3
50
$2.31M 0.62%
5,545
+28
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