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
576
$421 ﹤0.01%
7
+1
577
$420 ﹤0.01%
1
578
$420 ﹤0.01%
16
579
$415 ﹤0.01%
4
580
$414 ﹤0.01%
5
581
$412 ﹤0.01%
+2
582
$410 ﹤0.01%
+3
583
$407 ﹤0.01%
5
584
$399 ﹤0.01%
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585
$398 ﹤0.01%
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586
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587
$396 ﹤0.01%
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$383 ﹤0.01%
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$379 ﹤0.01%
8
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$375 ﹤0.01%
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$368 ﹤0.01%
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596
$367 ﹤0.01%
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-297
597
$367 ﹤0.01%
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10
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$365 ﹤0.01%
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$362 ﹤0.01%
+18
22 23
24
25 26