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
$248M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.68M
3
+$6.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.61M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.2M

Top Sells

1
+$8.29M
2
+$2.89M
3
+$1.87M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$875K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$350K

Sector Composition

1 Healthcare 12.31%
2 Financials 11.38%
3 Industrials 7.61%
4 Communication Services 7.1%
5 Technology 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$78K 0.03%
200
102
$78K 0.03%
399
103
$77K 0.03%
712
+193
104
$76K 0.03%
1,348
105
$75K 0.03%
846
106
$75K 0.03%
450
107
$74K 0.03%
462
108
$73K 0.03%
2,987
-247
109
$71K 0.03%
540
110
$71K 0.03%
1,906
+217
111
$70K 0.03%
1,100
112
$69K 0.03%
350
-40
113
$68K 0.03%
715
114
$65K 0.03%
851
+202
115
$63K 0.03%
299
-26
116
$62K 0.03%
180
117
$60K 0.02%
1,000
118
$60K 0.02%
400
119
$60K 0.02%
864
120
$60K 0.02%
1,166
121
$59K 0.02%
200
122
$56K 0.02%
+8,266
123
$54K 0.02%
205
-103
124
$54K 0.02%
470
125
$53K 0.02%
2,500
-1,500
3 4
5
6 7