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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.23M 0.65%
24,020
-20,623
52
$2.19M 0.64%
12,127
-3,062
53
$2.15M 0.63%
2,822
+27
54
$2.11M 0.62%
1,396
-12
55
$2.01M 0.59%
59,072
+425
56
$1.83M 0.53%
38,948
-992
57
$1.82M 0.53%
19,695
-1,514
58
$1.52M 0.44%
65,962
-1,489
59
$1.46M 0.43%
34,706
+421
60
$1.12M 0.33%
9,985
-72
61
$1,000K 0.29%
2,377
-32
62
$951K 0.28%
5,411
-147
63
$916K 0.27%
7,909
-508
64
$913K 0.27%
9,322
-410
65
$899K 0.26%
8,256
-619
66
$714K 0.21%
17,004
-333
67
$613K 0.18%
4,868
+16
68
$593K 0.17%
2,636
-2,340
69
$515K 0.15%
1,530
-386
70
$442K 0.13%
18,530
-50
71
$432K 0.13%
5,563
-84
72
$404K 0.12%
3,219
73
$378K 0.11%
120
74
$347K 0.1%
623
+302
75
$339K 0.1%
1,343
-18
1 2
3
4 5