RAM
Riggs Asset Management Portfolio holdings
AUM
$407M
This Quarter Return
-11.49%
1 Year Return
+40.72%
3 Year Return
+131.25%
5 Year Return
+231.61%
10 Year Return
+537.25%
AUM
$138M
AUM Growth
+$138M
(-33%)
Cap. Flow
-$42.5M
Cap. Flow
% of AUM
-30.85%
Top 10 Holdings %
Top 10 Hldgs %
52.35%
Holding
266
New
19
Increased
20
Reduced
32
Closed
19
Top Buys
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$4.77M |
| 2 |
SPDR Gold Trust
GLD
|
$4.18M |
| 3 |
Walt Disney
DIS
|
$2.97M |
| 4 |
AT&T
T
|
$1.93M |
| 5 |
Coterra Energy
CTRA
|
$1.78M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$8M |
| 2 |
iShares Global Energy ETF
IXC
|
$7.41M |
| 3 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$7.25M |
| 4 |
Citigroup
C
|
$6.17M |
| 5 |
VanEck Steel ETF
SLX
|
$5.71M |
Sector Composition
| 1 | Financials | 18.63% |
| 2 | Energy | 12.45% |
| 3 | Communication Services | 6.41% |
| 4 | Industrials | 5.86% |
| 5 | Healthcare | 4.69% |
