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
$248M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.68M
3
+$6.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.61M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.2M

Top Sells

1
+$8.29M
2
+$2.89M
3
+$1.87M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$875K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$350K

Sector Composition

1 Healthcare 12.31%
2 Financials 11.38%
3 Industrials 7.61%
4 Communication Services 7.1%
5 Technology 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$145K 0.06%
1,302
77
$142K 0.06%
1,718
+300
78
$142K 0.06%
3,500
79
$139K 0.06%
10,800
-3,561
80
$139K 0.06%
915
81
$138K 0.06%
1,594
+105
82
$138K 0.06%
1,079
83
$134K 0.05%
2,975
+269
84
$134K 0.05%
612
85
$123K 0.05%
562
86
$116K 0.05%
1,009
+7
87
$111K 0.04%
1,849
88
$109K 0.04%
2,080
89
$108K 0.04%
3,765
-837
90
$108K 0.04%
3,593
91
$105K 0.04%
4,335
92
$104K 0.04%
1,151
93
$103K 0.04%
319
-120
94
$98K 0.04%
+1,000
95
$94K 0.04%
3,673
-862
96
$87K 0.04%
1,789
+239
97
$86K 0.03%
609
98
$85K 0.03%
400
99
$84K 0.03%
+4,756
100
$80K 0.03%
1,500
2 3
4
5 6