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
$201M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.18M
3
+$4.04M
4
XOM icon
Exxon Mobil
XOM
+$3.93M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$2.33M

Top Sells

1
+$8.16M
2
+$6.99M
3
+$6.16M
4
LOW icon
Lowe's Companies
LOW
+$4.84M
5
CVS icon
CVS Health
CVS
+$3.45M

Sector Composition

1 Financials 14.57%
2 Industrials 10.03%
3 Technology 9.49%
4 Energy 9.3%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$67K 0.03%
1,145
102
$67K 0.03%
3,750
103
$67K 0.03%
919
104
$65K 0.03%
888
105
$61K 0.03%
4,193
-4,262
106
$60K 0.03%
953
107
$59K 0.03%
650
108
$58K 0.03%
1,049
109
$58K 0.03%
200
+161
110
$57K 0.03%
4,278
111
$57K 0.03%
1,400
-300
112
$55K 0.03%
150
113
$48K 0.02%
1,000
114
$47K 0.02%
348
-47
115
$47K 0.02%
331
116
$44K 0.02%
798
-99
117
$44K 0.02%
1,166
118
$43K 0.02%
400
119
$41K 0.02%
1,077
-150
120
$41K 0.02%
4,000
121
$40K 0.02%
693
122
$39K 0.02%
696
123
$39K 0.02%
1,020
124
$39K 0.02%
+646
125
$38K 0.02%
2,712
3 4
5
6 7