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
$369M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1 +$9.53M
2 +$8.39M
3 +$3.35M
4
MCD icon
McDonald's
MCD
+$2.97M
5
CMI icon
Cummins
CMI
+$2.58M

Top Sells

1 +$8.14M
2 +$5.45M
3 +$5.43M
4
MMM icon
3M
MMM
+$4.75M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.09M

Sector Composition

1 Technology 14.44%
2 Financials 7.41%
3 Consumer Discretionary 6.65%
4 Healthcare 6.43%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.05%
1,000
102
$192K 0.05%
2,800
103
$186K 0.05%
625
104
$169K 0.05%
750
-85
105
$159K 0.04%
2,847
-97,512
106
$155K 0.04%
1,423
-49,864
107
$152K 0.04%
+1,955
108
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915
109
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1,014
-31,900
110
$149K 0.04%
1,946
-134
111
$149K 0.04%
3,237
112
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1,045
113
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4,538
114
$141K 0.04%
399
115
$139K 0.04%
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116
$133K 0.04%
281
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117
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340
118
$131K 0.04%
581
119
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120
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121
$124K 0.03%
247
122
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1,324
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123
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1,812
124
$106K 0.03%
530
125
$106K 0.03%
560