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
626
$255 ﹤0.01%
2
627
$241 ﹤0.01%
14
628
$233 ﹤0.01%
2
629
$228 ﹤0.01%
10
630
$222 ﹤0.01%
10
631
$202 ﹤0.01%
8
632
$196 ﹤0.01%
21
633
$127 ﹤0.01%
10
634
$121 ﹤0.01%
24
635
$106 ﹤0.01%
1
636
$92 ﹤0.01%
1
637
$86 ﹤0.01%
1
638
$75 ﹤0.01%
+7
639
$34 ﹤0.01%
7
640
$30 ﹤0.01%
1
641
$27 ﹤0.01%
1
642
$6 ﹤0.01%
2
643
– –
-5
644
– –
-1,029
645
– –
-12,502
646
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-28
647
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648
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-7
649
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-298
650
– –
-156
24 25
26
27 28