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
$201M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.18M
3
+$4.04M
4
XOM icon
Exxon Mobil
XOM
+$3.93M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$2.33M

Top Sells

1
+$8.16M
2
+$6.99M
3
+$6.16M
4
LOW icon
Lowe's Companies
LOW
+$4.84M
5
CVS icon
CVS Health
CVS
+$3.45M

Sector Composition

1 Financials 14.57%
2 Industrials 10.03%
3 Technology 9.49%
4 Energy 9.3%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$336K 0.17%
11,650
-1,500
52
$327K 0.16%
+3,824
53
$313K 0.16%
3,800
54
$307K 0.15%
9,116
-4,732
55
$301K 0.15%
1,345
+995
56
$292K 0.15%
11,244
-56,534
57
$289K 0.14%
1,773
58
$262K 0.13%
+2,211
59
$253K 0.13%
5,189
60
$245K 0.12%
2,130
61
$243K 0.12%
2,190
-12
62
$224K 0.11%
1,414
-14
63
$220K 0.11%
5,866
64
$186K 0.09%
827
+225
65
$174K 0.09%
3,768
66
$170K 0.08%
3,149
-142
67
$162K 0.08%
1,380
68
$158K 0.08%
2,800
69
$148K 0.07%
2,375
+540
70
$145K 0.07%
1,232
71
$139K 0.07%
1,191
72
$139K 0.07%
4,074
-200
73
$138K 0.07%
1,808
74
$138K 0.07%
2,740
75
$137K 0.07%
772
1 2
3
4 5