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
$281M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.67M
3
+$2.77M
4
NVDA icon
NVIDIA
NVDA
+$2.71M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.42M

Top Sells

1
+$5.35M
2
+$4.57M
3
+$4.04M
4
RTX icon
RTX Corp
RTX
+$4.03M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.62M

Sector Composition

1 Technology 16.95%
2 Consumer Discretionary 6.19%
3 Industrials 5.81%
4 Financials 5.61%
5 Energy 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.56%
21,418
-19,578
52
$1.46M 0.52%
39,218
+324
53
$1.43M 0.51%
+52,955
54
$1.39M 0.5%
13,673
-15,889
55
$1.39M 0.5%
37,674
-362
56
$1.35M 0.48%
5,383
+133
57
$1.33M 0.47%
11,710
-12,221
58
$1.28M 0.45%
+25,688
59
$1.27M 0.45%
7,766
+1,969
60
$1.27M 0.45%
2,363
+3
61
$1.21M 0.43%
+953
62
$1.2M 0.43%
17,172
+4,058
63
$1.15M 0.41%
15,446
-1,453
64
$1.07M 0.38%
67,012
+1,636
65
$1.03M 0.37%
22,708
-7,293
66
$1.01M 0.36%
10,687
+9,621
67
$879K 0.31%
18,433
-9,968
68
$853K 0.3%
2,471
+293
69
$846K 0.3%
18,004
+70
70
$844K 0.3%
25,441
-5,452
71
$844K 0.3%
2,409
72
$495K 0.18%
14,146
-2,542
73
$472K 0.17%
18,580
74
$453K 0.16%
+6,144
75
$448K 0.16%
4,417
-13
1 2
3
4 5