RAM
Riggs Asset Management Portfolio holdings
AUM
$407M
1-Year Return
40.72%
This Quarter Return
+7.02%
1 Year Return
+40.72%
3 Year Return
+131.25%
5 Year Return
+231.61%
10 Year Return
+537.25%
AUM
$374M
AUM Growth
+$8.53M
(+2.3%)
Cap. Flow
-$2.05M
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
33.78%
Holding
702
New
69
Increased
120
Reduced
77
Closed
60
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
+$9.39M |
| 2 |
Carnival Corp
CCL
|
+$8.16M |
| 3 |
Jefferies Financial Group
JEF
|
+$4.9M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
+$4.33M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$4M |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$8.43M |
| 2 |
ASML
ASML
|
+$5.65M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
+$5.59M |
| 4 |
Newmont
NEM
|
+$5.4M |
| 5 |
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% |
