RAM

Riggs Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 40.72%
This Quarter Est. Return
1 Year Est. Return
+40.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.18M
3
+$2.97M
4
T icon
AT&T
T
+$1.93M
5
CTRA icon
Coterra Energy
CTRA
+$1.78M

Top Sells

1
+$8M
2
+$7.41M
3
+$7.25M
4
C icon
Citigroup
C
+$6.17M
5
SLX icon
VanEck Steel ETF
SLX
+$5.71M

Sector Composition

1 Financials 18.63%
2 Energy 12.45%
3 Communication Services 6.41%
4 Industrials 5.86%
5 Healthcare 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$94K 0.07%
1,296
77
$93K 0.07%
5,039
-1,752
78
$92K 0.07%
1,200
79
$87K 0.06%
1,849
+90
80
$87K 0.06%
3,074
81
$85K 0.06%
2,080
82
$84K 0.06%
1,120
83
$79K 0.06%
720
84
$71K 0.05%
2,084
85
$70K 0.05%
7,158
86
$68K 0.05%
308
87
$67K 0.05%
400
88
$66K 0.05%
815
+5
89
$63K 0.05%
1,049
90
$60K 0.04%
400
91
$59K 0.04%
864
92
$58K 0.04%
1,453
93
$58K 0.04%
1,166
94
$56K 0.04%
400
-31
95
$56K 0.04%
150
96
$54K 0.04%
1,000
97
$54K 0.04%
1,100
98
$53K 0.04%
715
99
$53K 0.04%
450
100
$52K 0.04%
399
2 3
4
5 6