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
$147M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.17M
3
+$244K
4
KMPR icon
Kemper
KMPR
+$190K
5
MRKR icon
Marker Therapeutics
MRKR
+$123K

Top Sells

1
+$6.5M
2
+$5.94M
3
+$1.85M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$356K
5
BAC icon
Bank of America
BAC
+$186K

Sector Composition

1 Financials 19.17%
2 Energy 13.41%
3 Communication Services 8.32%
4 Industrials 6.94%
5 Healthcare 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$112K 0.08%
4,535
-2,643
77
$109K 0.07%
3,753
78
$108K 0.07%
4,335
+2,400
79
$102K 0.07%
562
+375
80
$101K 0.07%
1,200
81
$100K 0.07%
2,080
82
$99K 0.07%
1,120
83
$99K 0.07%
1,849
84
$99K 0.07%
808
-83
85
$97K 0.07%
2,423
86
$81K 0.06%
1,000
87
$81K 0.06%
7,079
-79
88
$74K 0.05%
308
89
$74K 0.05%
+1,434
90
$72K 0.05%
+400
91
$72K 0.05%
843
+28
92
$72K 0.05%
400
93
$70K 0.05%
400
94
$70K 0.05%
+540
95
$69K 0.05%
+609
96
$69K 0.05%
+4,958
97
$69K 0.05%
864
98
$68K 0.05%
846
+800
99
$67K 0.05%
+1,500
100
$64K 0.04%
+1,550
2 3
4
5 6