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
$237M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$11.2M
3
+$10M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$8.09M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.97M

Top Sells

1
+$15.5M
2
+$11.2M
3
+$10.7M
4
BAC icon
Bank of America
BAC
+$8.63M
5
JPM icon
JPMorgan Chase
JPM
+$7.5M

Sector Composition

1 Healthcare 15.51%
2 Technology 12.02%
3 Consumer Discretionary 10.94%
4 Consumer Staples 5.88%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$117K 0.05%
+400
77
$113K 0.05%
4,710
+375
78
$111K 0.05%
3,387
-293
79
$110K 0.05%
+2,755
80
$108K 0.05%
2,891
-281
81
$105K 0.04%
1,156
+818
82
$99K 0.04%
34,249
+33,398
83
$97K 0.04%
314
+279
84
$95K 0.04%
2,669
+2,450
85
$94K 0.04%
2,053
-200
86
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1,040
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87
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399
88
$88K 0.04%
8,413
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89
$70K 0.03%
1,180
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90
$67K 0.03%
1,105
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91
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950
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93
$63K 0.03%
133
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94
$62K 0.03%
2,898
-179,053
95
$60K 0.03%
757
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96
$60K 0.03%
464
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97
$58K 0.02%
209
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98
$58K 0.02%
1,166
99
$56K 0.02%
479
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100
$55K 0.02%
2,061
+1,561
2 3
4
5 6