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
$281M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.67M
3
+$2.77M
4
NVDA icon
NVIDIA
NVDA
+$2.71M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.42M

Top Sells

1
+$5.35M
2
+$4.57M
3
+$4.04M
4
RTX icon
RTX Corp
RTX
+$4.03M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.62M

Sector Composition

1 Technology 16.95%
2 Consumer Discretionary 6.19%
3 Industrials 5.81%
4 Financials 5.61%
5 Energy 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$357K 0.13%
2,463
+112
77
$343K 0.12%
1,024
+37
78
$341K 0.12%
3,219
-56
79
$338K 0.12%
6,118
-1,000
80
$305K 0.11%
120
81
$276K 0.1%
2,107
+7
82
$268K 0.1%
11,015
-618
83
$268K 0.1%
1,361
84
$244K 0.09%
5,785
-1,644
85
$237K 0.08%
1,521
-39
86
$233K 0.08%
413
87
$231K 0.08%
1,251
-2
88
$223K 0.08%
1,319
-16
89
$211K 0.08%
697
+91
90
$209K 0.07%
1,433
-120
91
$183K 0.07%
3,188
92
$171K 0.06%
4,274
-1,354
93
$169K 0.06%
+6,261
94
$164K 0.06%
360
95
$161K 0.06%
376
+35
96
$156K 0.06%
581
97
$154K 0.05%
1,864
98
$151K 0.05%
4,160
+122
99
$149K 0.05%
5,650
100
$145K 0.05%
1,353
2 3
4
5 6