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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.1%
3,106
+2,909
77
$327K 0.1%
+3,600
78
$318K 0.09%
2,107
79
$308K 0.09%
421
+8
80
$303K 0.09%
790
-13
81
$258K 0.08%
5,378
-407
82
$256K 0.07%
4,399
-1,000
83
$253K 0.07%
1,233
-18
84
$235K 0.07%
1,448
+28
85
$232K 0.07%
1,323
+18
86
$226K 0.07%
1,230
-2,853
87
$225K 0.07%
2,351
-147
88
$204K 0.06%
3,188
89
$202K 0.06%
1,277
-175
90
$199K 0.06%
5,040
-56,880
91
$184K 0.05%
4,274
92
$179K 0.05%
341
93
$179K 0.05%
1,362
+9
94
$157K 0.05%
1,539
95
$157K 0.05%
1,279
+28
96
$151K 0.04%
5,065
-5,274
97
$149K 0.04%
2,800
98
$148K 0.04%
5,500
-150
99
$139K 0.04%
400
+1
100
$136K 0.04%
1,167
+4
2 3
4
5 6