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
$147M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.17M
3
+$244K
4
KMPR icon
Kemper
KMPR
+$190K
5
MRKR icon
Marker Therapeutics
MRKR
+$123K

Top Sells

1
+$6.5M
2
+$5.94M
3
+$1.85M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$356K
5
BAC icon
Bank of America
BAC
+$186K

Sector Composition

1 Financials 19.17%
2 Energy 13.41%
3 Communication Services 8.32%
4 Industrials 6.94%
5 Healthcare 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$203K 0.14%
3,680
52
$197K 0.13%
693
53
$194K 0.13%
688
+46
54
$190K 0.13%
+2,500
55
$186K 0.13%
3,480
56
$173K 0.12%
1,284
57
$168K 0.11%
3,233
58
$165K 0.11%
2,820
59
$163K 0.11%
2,042
+746
60
$162K 0.11%
2,800
61
$161K 0.11%
3,348
62
$152K 0.1%
3,200
-745
63
$143K 0.1%
140
64
$140K 0.1%
1,150
65
$138K 0.09%
1,808
66
$138K 0.09%
1,707
+120
67
$135K 0.09%
707
68
$132K 0.09%
1,332
69
$120K 0.08%
1,512
+157
70
$117K 0.08%
3,712
+638
71
$114K 0.08%
915
72
$114K 0.08%
1,079
73
$113K 0.08%
4,606
-433
74
$113K 0.08%
+3,500
75
$112K 0.08%
2,806
+722
1 2
3
4 5