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
476
$819 ﹤0.01%
15
477
$806 ﹤0.01%
40
478
$802 ﹤0.01%
6
479
$796 ﹤0.01%
25
480
$785 ﹤0.01%
+84
481
$776 ﹤0.01%
5
482
$767 ﹤0.01%
5
483
$762 ﹤0.01%
12
-7
484
$755 ﹤0.01%
23
+2
485
$746 ﹤0.01%
4
486
$744 ﹤0.01%
24
487
$742 ﹤0.01%
3
488
$742 ﹤0.01%
2
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20
490
$738 ﹤0.01%
2
491
$738 ﹤0.01%
2
-3
492
$734 ﹤0.01%
4
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$722 ﹤0.01%
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$717 ﹤0.01%
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2
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$716 ﹤0.01%
5
497
$706 ﹤0.01%
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498
$706 ﹤0.01%
7
499
$704 ﹤0.01%
+3
500
$703 ﹤0.01%
16
18 19
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