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
$374M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$8.16M
3
+$4.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.33M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4M

Top Sells

1
+$8.43M
2
+$5.65M
3
+$5.59M
4
NEM icon
Newmont
NEM
+$5.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.38M

Sector Composition

1 Technology 19.49%
2 Financials 8.48%
3 Consumer Discretionary 7.61%
4 Industrials 5.75%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.27M 0.61%
47,081
+1,144
52
$2.17M 0.58%
18,764
+47
53
$2.16M 0.58%
42,086
+955
54
$2.14M 0.57%
9,465
+5,422
55
$2.13M 0.57%
15,198
+5,219
56
$1.99M 0.53%
1,864
+14
57
$1.84M 0.49%
9,111
+3,493
58
$1.76M 0.47%
5,051
+52
59
$1.5M 0.4%
35,380
-7,093
60
$1.39M 0.37%
5,646
+82
61
$1.23M 0.33%
5,262
+113
62
$1.23M 0.33%
11,459
+952
63
$1.18M 0.32%
172,386
+91,665
64
$1.1M 0.29%
10,521
+2,803
65
$1.08M 0.29%
2,396
+34
66
$850K 0.23%
17,269
+212
67
$718K 0.19%
5,443
+127
68
$670K 0.18%
2,738
+91
69
$637K 0.17%
1,235
+157
70
$609K 0.16%
1,036
-60
71
$537K 0.14%
3,219
72
$516K 0.14%
18,390
73
$429K 0.11%
2,245
+37
74
$410K 0.11%
1,714
+371
75
$382K 0.1%
120
1 2
3
4 5