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
501
$700 ﹤0.01%
1
502
$693 ﹤0.01%
38
503
$693 ﹤0.01%
8
504
$692 ﹤0.01%
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505
$689 ﹤0.01%
11
506
$687 ﹤0.01%
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507
$684 ﹤0.01%
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508
$681 ﹤0.01%
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509
$673 ﹤0.01%
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510
$666 ﹤0.01%
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511
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512
$652 ﹤0.01%
5
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$648 ﹤0.01%
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$635 ﹤0.01%
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$628 ﹤0.01%
5
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-130
517
$615 ﹤0.01%
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518
$613 ﹤0.01%
+7
519
$611 ﹤0.01%
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$611 ﹤0.01%
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$610 ﹤0.01%
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522
$606 ﹤0.01%
+2
523
$602 ﹤0.01%
6
+2
524
$600 ﹤0.01%
1
525
$575 ﹤0.01%
8
19 20
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