RAM

Riggs Asset Management Portfolio holdings

AUM $486M
1-Year Est. Return 59.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+59.08%
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
+$7.16M
2
+$6.5M
3
+$6.27M
4
BMY icon
Bristol-Myers Squibb
BMY
+$5.89M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.85M

Top Sells

1
+$6.83M
2
+$2.89M
3
+$1.79M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$876K
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%
399
102
$78K 0.03%
200
103
$77K 0.03%
712
+193
104
$76K 0.03%
1,348
105
$75K 0.03%
450
106
$75K 0.03%
846
107
$74K 0.03%
462
108
$73K 0.03%
2,987
-247
109
$71K 0.03%
1,906
+217
110
$71K 0.03%
540
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%
400
118
$60K 0.02%
1,000
119
$60K 0.02%
1,166
120
$60K 0.02%
864
121
$59K 0.02%
200
122
$56K 0.02%
+8,266
123
$54K 0.02%
470
124
$54K 0.02%
205
-103
125
$53K 0.02%
2,500
-1,500
3 4
5
6 7