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
$369M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$9.53M
2
+$8.39M
3
+$3.35M
4
MCD icon
McDonald's
MCD
+$2.97M
5
CMI icon
Cummins
CMI
+$2.58M

Top Sells

1
+$8.14M
2
+$5.45M
3
+$5.43M
4
MMM icon
3M
MMM
+$4.75M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.09M

Sector Composition

1 Technology 14.44%
2 Financials 7.41%
3 Consumer Discretionary 6.65%
4 Healthcare 6.43%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.1M 0.57%
11,115
-155
52
$1.85M 0.5%
5,250
53
$1.65M 0.45%
78,219
-23,750
54
$1.59M 0.43%
13,894
+12,309
55
$1.56M 0.42%
+18,422
56
$1.53M 0.41%
62,843
-35,733
57
$1.49M 0.4%
25,698
+264
58
$1.36M 0.37%
5,388
+396
59
$1.34M 0.36%
10,935
+10,774
60
$1.26M 0.34%
7,272
+5,577
61
$1.19M 0.32%
2,502
+940
62
$1.11M 0.3%
6,780
-2,773
63
$1.1M 0.3%
+13,940
64
$1.05M 0.28%
3,126
-50
65
$719K 0.19%
2,405
-50
66
$710K 0.19%
4,481
67
$646K 0.18%
8,667
68
$596K 0.16%
+14,517
69
$490K 0.13%
3,380
+20
70
$467K 0.13%
18,830
71
$409K 0.11%
10,476
+10,161
72
$392K 0.11%
4,495
73
$381K 0.1%
4,023
-1,426
74
$369K 0.1%
4,327
+216
75
$361K 0.1%
4,682
-512
1 2
3
4 5