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
526
$571 ﹤0.01%
1
-5
527
$565 ﹤0.01%
12
528
$564 ﹤0.01%
116
529
$559 ﹤0.01%
4
530
$558 ﹤0.01%
24
531
$554 ﹤0.01%
3
532
$552 ﹤0.01%
69
533
$549 ﹤0.01%
10
534
$542 ﹤0.01%
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-2
535
$541 ﹤0.01%
3
536
$539 ﹤0.01%
48
537
$538 ﹤0.01%
14
538
$537 ﹤0.01%
150
539
$529 ﹤0.01%
+7
540
$527 ﹤0.01%
9
541
$525 ﹤0.01%
+18
542
$521 ﹤0.01%
+3
543
$509 ﹤0.01%
6
544
$507 ﹤0.01%
6
545
$504 ﹤0.01%
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546
$497 ﹤0.01%
76
547
$496 ﹤0.01%
1,000
548
$493 ﹤0.01%
8
549
$492 ﹤0.01%
33
550
$485 ﹤0.01%
6
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23 24