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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$332 ﹤0.01%
+15
602
$332 ﹤0.01%
+4
603
$331 ﹤0.01%
+5
604
$330 ﹤0.01%
+2
605
$327 ﹤0.01%
5
606
$324 ﹤0.01%
24
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607
$322 ﹤0.01%
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608
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609
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+5
612
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$306 ﹤0.01%
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$302 ﹤0.01%
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$294 ﹤0.01%
+5
617
$293 ﹤0.01%
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$284 ﹤0.01%
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$282 ﹤0.01%
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$281 ﹤0.01%
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621
$278 ﹤0.01%
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$275 ﹤0.01%
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623
$275 ﹤0.01%
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$266 ﹤0.01%
+5
625
$262 ﹤0.01%
+3
23 24
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