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
$201M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.18M
3
+$4.04M
4
XOM icon
Exxon Mobil
XOM
+$3.93M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$2.33M

Top Sells

1
+$8.16M
2
+$6.99M
3
+$6.16M
4
LOW icon
Lowe's Companies
LOW
+$4.84M
5
CVS icon
CVS Health
CVS
+$3.45M

Sector Composition

1 Financials 14.57%
2 Industrials 10.03%
3 Technology 9.49%
4 Energy 9.3%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$134K 0.07%
3,481
77
$133K 0.07%
12,825
-1,219
78
$120K 0.06%
1,433
79
$116K 0.06%
1,105
80
$114K 0.06%
1,680
81
$112K 0.06%
3,748
82
$111K 0.06%
140
83
$111K 0.06%
1,065
84
$110K 0.05%
3,427
85
$108K 0.05%
3,570
86
$103K 0.05%
3,350
-673
87
$100K 0.05%
1,215
88
$96K 0.05%
1,389
89
$95K 0.05%
13,368
90
$93K 0.05%
1,820
91
$91K 0.05%
7,067
92
$88K 0.04%
1,200
93
$85K 0.04%
823
94
$83K 0.04%
2,080
95
$79K 0.04%
525
-32
96
$78K 0.04%
720
97
$77K 0.04%
2,220
-184
98
$76K 0.04%
1,920
99
$76K 0.04%
1,355
100
$75K 0.04%
1,500
2 3
4
5 6