RAM
Riggs Asset Management Portfolio holdings
AUM
$407M
This Quarter Return
+1.39%
1 Year Return
+40.72%
3 Year Return
+131.25%
5 Year Return
+231.61%
10 Year Return
+537.25%
AUM
$172M
AUM Growth
+$172M
(+2%)
Cap. Flow
+$3.24M
Cap. Flow
% of AUM
1.88%
Top 10 Holdings %
Top 10 Hldgs %
46.83%
Holding
319
New
264
Increased
21
Reduced
13
Closed
7
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$8.7M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$5.23M |
| 3 |
AT&T
T
|
$4.63M |
| 4 |
Verizon
VZ
|
$4.47M |
| 5 |
Community Bank
CBU
|
$248K |
Top Sells
| 1 |
Lennar Class A
LEN
|
$4.99M |
| 2 |
iShares US Home Construction ETF
ITB
|
$4.8M |
| 3 |
iShares North American Natural Resources ETF
IGE
|
$3.36M |
| 4 |
American Airlines Group
AAL
|
$3.21M |
| 5 |
First Trust Natural Gas ETF
FCG
|
$2.88M |
Sector Composition
| 1 | Industrials | 19.56% |
| 2 | Healthcare | 17.35% |
| 3 | Financials | 11.94% |
| 4 | Energy | 9.51% |
| 5 | Consumer Discretionary | 7.34% |
