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
$138M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.18M
3
+$2.97M
4
T icon
AT&T
T
+$1.93M
5
CTRA icon
Coterra Energy
CTRA
+$1.78M

Top Sells

1
+$8M
2
+$7.41M
3
+$7.25M
4
C icon
Citigroup
C
+$6.17M
5
SLX icon
VanEck Steel ETF
SLX
+$5.71M

Sector Composition

1 Financials 18.63%
2 Energy 12.45%
3 Communication Services 6.41%
4 Industrials 5.86%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$196K 0.14%
3,680
-44
52
$193K 0.14%
2,604
53
$174K 0.13%
693
54
$160K 0.12%
642
-636
55
$159K 0.12%
2,800
56
$157K 0.11%
3,480
57
$154K 0.11%
7,178
58
$151K 0.11%
3,233
-56
59
$151K 0.11%
2,727
+734
60
$146K 0.11%
2,820
61
$145K 0.11%
3,348
62
$140K 0.1%
1,284
63
$136K 0.1%
1,252
64
$129K 0.09%
1,808
65
$127K 0.09%
1,150
66
$121K 0.09%
707
67
$117K 0.08%
140
68
$115K 0.08%
1,332
69
$106K 0.08%
1,587
70
$104K 0.08%
891
71
$102K 0.07%
1,079
72
$100K 0.07%
3,753
-64
73
$100K 0.07%
2,423
74
$99K 0.07%
915
75
$99K 0.07%
1,355
1 2
3
4 5