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
$156M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.41M
3
+$3.39M
4
VZ icon
Verizon
VZ
+$2.97M
5
CRWD icon
CrowdStrike
CRWD
+$577K

Top Sells

1
+$16M
2
+$9.09M
3
+$5.91M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.07M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.99M

Sector Composition

1 Healthcare 15.77%
2 Financials 11.86%
3 Technology 10.48%
4 Communication Services 7.32%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$175K 0.11%
1,656
-5
52
$163K 0.1%
3,375
-99
53
$161K 0.1%
2,042
54
$154K 0.1%
2,800
55
$151K 0.1%
2,066
+472
56
$145K 0.09%
3,838
+2,974
57
$138K 0.09%
1,150
58
$132K 0.08%
5,362
-900
59
$124K 0.08%
1,718
60
$124K 0.08%
850
-450
61
$121K 0.08%
1,468
-844
62
$118K 0.08%
140
63
$118K 0.08%
5,130
-395,383
64
$118K 0.08%
2,040
-780
65
$116K 0.07%
622
+10
66
$113K 0.07%
2,026
+678
67
$107K 0.07%
1,079
68
$103K 0.07%
1,746
-119
69
$100K 0.06%
1,849
70
$98K 0.06%
3,680
71
$97K 0.06%
1,352
+50
72
$94K 0.06%
368
+49
73
$89K 0.06%
1,151
74
$84K 0.05%
+761
75
$82K 0.05%
450
1 2
3
4 5