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
$156M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.41M
3
+$3.39M
4
VZ icon
Verizon
VZ
+$2.97M
5
CRWD icon
CrowdStrike
CRWD
+$577K

Top Sells

1
+$16M
2
+$9.09M
3
+$5.91M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.07M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.99M

Sector Composition

1 Healthcare 15.77%
2 Financials 11.86%
3 Technology 10.48%
4 Communication Services 7.32%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$49K 0.03%
200
102
$48K 0.03%
100
103
$47K 0.03%
1,000
104
$47K 0.03%
1,424
+1,310
105
$46K 0.03%
482
+20
106
$45K 0.03%
303
-19,009
107
$45K 0.03%
5,452
+696
108
$41K 0.03%
8,483
+217
109
$40K 0.03%
851
110
$39K 0.03%
2,906
111
$39K 0.03%
1,056
112
$38K 0.02%
+785
113
$37K 0.02%
1,178
114
$34K 0.02%
356
-47,044
115
$32K 0.02%
2,388
116
$32K 0.02%
720
117
$30K 0.02%
700
118
$30K 0.02%
550
119
$29K 0.02%
400
120
$28K 0.02%
1,709
121
$27K 0.02%
650
122
$27K 0.02%
200
123
$27K 0.02%
200
124
$27K 0.02%
2,000
-500
125
$26K 0.02%
200
3 4
5
6 7