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
$147M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.17M
3
+$244K
4
KMPR icon
Kemper
KMPR
+$190K
5
MRKR icon
Marker Therapeutics
MRKR
+$123K

Top Sells

1
+$6.5M
2
+$5.94M
3
+$1.85M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$356K
5
BAC icon
Bank of America
BAC
+$186K

Sector Composition

1 Financials 19.17%
2 Energy 13.41%
3 Communication Services 8.32%
4 Industrials 6.94%
5 Healthcare 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$61K 0.04%
150
102
$61K 0.04%
+1,100
103
$61K 0.04%
1,100
104
$61K 0.04%
300
105
$60K 0.04%
3,000
106
$60K 0.04%
+200
107
$59K 0.04%
715
108
$58K 0.04%
1,166
109
$57K 0.04%
399
110
$57K 0.04%
524
+217
111
$55K 0.04%
450
112
$55K 0.04%
304
113
$53K 0.04%
1,066
-147
114
$52K 0.04%
470
-250
115
$52K 0.04%
+741
116
$51K 0.03%
519
117
$49K 0.03%
+200
118
$48K 0.03%
180
+150
119
$44K 0.03%
649
-400
120
$42K 0.03%
720
121
$41K 0.03%
321
122
$41K 0.03%
540
-24,314
123
$38K 0.03%
1,800
124
$38K 0.03%
2,906
125
$36K 0.02%
500
3 4
5
6 7