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
626
$261 ﹤0.01%
+4
627
$258 ﹤0.01%
+3
628
$253 ﹤0.01%
+1
629
$252 ﹤0.01%
+36
630
$244 ﹤0.01%
+3
631
$236 ﹤0.01%
+1
632
$233 ﹤0.01%
+2
633
$232 ﹤0.01%
+2
634
$226 ﹤0.01%
10
635
$224 ﹤0.01%
+8
636
$218 ﹤0.01%
10
637
$205 ﹤0.01%
+1
638
$196 ﹤0.01%
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$147 ﹤0.01%
50
640
$112 ﹤0.01%
3
641
$88 ﹤0.01%
8
642
$66 ﹤0.01%
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643
$61 ﹤0.01%
1
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$54 ﹤0.01%
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$49 ﹤0.01%
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646
$44 ﹤0.01%
1
647
$34 ﹤0.01%
77
648
$18 ﹤0.01%
2
649
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-6
650
– –
-43
24 25
26
27 28