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
$281M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.67M
3
+$2.77M
4
NVDA icon
NVIDIA
NVDA
+$2.71M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.42M

Top Sells

1
+$5.35M
2
+$4.57M
3
+$4.04M
4
RTX icon
RTX Corp
RTX
+$4.03M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.62M

Sector Composition

1 Technology 16.95%
2 Consumer Discretionary 6.19%
3 Industrials 5.81%
4 Financials 5.61%
5 Energy 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$142K 0.05%
2,800
102
$140K 0.05%
1,468
103
$138K 0.05%
274
-9,063
104
$137K 0.05%
1,163
+33
105
$130K 0.05%
4,819
+654
106
$129K 0.05%
6,323
+5,923
107
$123K 0.04%
4,720
-32,369
108
$111K 0.04%
+7,929
109
$110K 0.04%
1,586
110
$103K 0.04%
377
111
$102K 0.04%
399
112
$101K 0.04%
474
113
$98.9K 0.04%
1,374
-56,007
114
$94.1K 0.03%
1,100
115
$91.7K 0.03%
632
+130
116
$91.2K 0.03%
1,000
-237
117
$90.5K 0.03%
1,116
118
$90.3K 0.03%
1,578
119
$89.6K 0.03%
925
-58
120
$78.8K 0.03%
400
121
$78.3K 0.03%
638
+95
122
$72K 0.03%
1,612
-25
123
$70.5K 0.03%
2,574
-484
124
$69.9K 0.02%
3,037
125
$66.7K 0.02%
1,504
3 4
5
6 7