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
$248M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.68M
3
+$6.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.61M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.2M

Top Sells

1
+$8.29M
2
+$2.89M
3
+$1.87M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$875K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$350K

Sector Composition

1 Healthcare 12.31%
2 Financials 11.38%
3 Industrials 7.61%
4 Communication Services 7.1%
5 Technology 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$355K 0.14%
2,004
-50
52
$343K 0.14%
2,748
+338
53
$323K 0.13%
1,425
54
$257K 0.1%
3,840
55
$252K 0.1%
781
+88
56
$252K 0.1%
1,300
57
$251K 0.1%
+9,000
58
$234K 0.09%
2,312
59
$225K 0.09%
6,262
+50
60
$213K 0.09%
1,661
+209
61
$203K 0.08%
3,348
62
$199K 0.08%
4,151
63
$196K 0.08%
1,444
-458
64
$189K 0.08%
2,820
65
$184K 0.07%
3,474
-6
66
$182K 0.07%
3,283
+28
67
$182K 0.07%
2,800
68
$181K 0.07%
853
+815
69
$177K 0.07%
2,042
70
$176K 0.07%
1,865
+158
71
$167K 0.07%
140
72
$166K 0.07%
3,680
73
$157K 0.06%
1,302
+100
74
$157K 0.06%
1,150
75
$150K 0.06%
1,937
-63
1 2
3
4 5