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
$237M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$11.2M
3
+$10M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.09M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.97M

Top Sells

1
+$15.5M
2
+$11.2M
3
+$10.7M
4
BAC icon
Bank of America
BAC
+$8.63M
5
JPM icon
JPMorgan Chase
JPM
+$7.5M

Sector Composition

1 Healthcare 15.51%
2 Technology 12.02%
3 Consumer Discretionary 10.94%
4 Consumer Staples 5.88%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.12%
7,811
+1,025
52
$270K 0.11%
2,078
+928
53
$267K 0.11%
8,019
-259,101
54
$263K 0.11%
793
+12
55
$260K 0.11%
1,037
+837
56
$257K 0.11%
3,133
+1,091
57
$231K 0.1%
3,160
58
$215K 0.09%
1,334
+25
59
$202K 0.09%
4,973
+3,067
60
$195K 0.08%
6,380
-650
61
$187K 0.08%
2,243
+2,218
62
$183K 0.08%
2,116
+1,971
63
$179K 0.08%
6,870
+4,790
64
$177K 0.07%
+500
65
$173K 0.07%
818
+196
66
$169K 0.07%
2,943
-85,602
67
$167K 0.07%
740
+600
68
$166K 0.07%
5,400
+4,400
69
$157K 0.07%
+2,137
70
$154K 0.06%
1,079
71
$150K 0.06%
1,600
+1,200
72
$147K 0.06%
2,415
+1,500
73
$147K 0.06%
1,024
+304
74
$127K 0.05%
+3,204
75
$122K 0.05%
552
+102
1 2
3
4 5