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
$374M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$8.16M
3
+$4.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.33M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4M

Top Sells

1
+$8.43M
2
+$5.65M
3
+$5.59M
4
NEM icon
Newmont
NEM
+$5.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.38M

Sector Composition

1 Technology 19.49%
2 Financials 8.48%
3 Consumer Discretionary 7.61%
4 Industrials 5.75%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$378K 0.1%
6,111
+750
77
$376K 0.1%
1,343
78
$359K 0.1%
389
+10
79
$354K 0.09%
623
80
$351K 0.09%
+2,834
81
$343K 0.09%
+6,818
82
$314K 0.08%
+12,325
83
$303K 0.08%
560
+2
84
$279K 0.07%
2,300
85
$275K 0.07%
1,214
-22
86
$269K 0.07%
692
-85
87
$234K 0.06%
8,838
+364
88
$233K 0.06%
2,201
+870
89
$233K 0.06%
1,392
-61
90
$224K 0.06%
4,369
+37
91
$221K 0.06%
1,755
+1,289
92
$212K 0.06%
1,563
-62,146
93
$202K 0.05%
341
94
$199K 0.05%
2,920
95
$193K 0.05%
662
-86
96
$176K 0.05%
2,456
-736
97
$172K 0.05%
1,203
-76
98
$172K 0.05%
2,800
99
$169K 0.05%
5,425
100
$165K 0.04%
1,090
-224
2 3
4
5 6