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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$125K 0.04%
7,929
102
$117K 0.03%
585
+33
103
$109K 0.03%
429
-15,961
104
$109K 0.03%
220
-25
105
$106K 0.03%
931
+6
106
$102K 0.03%
400
107
$99.9K 0.03%
1,100
108
$99.5K 0.03%
350
-231
109
$98.4K 0.03%
2,594
+20
110
$95.6K 0.03%
1,226
111
$94.6K 0.03%
1,007
-461
112
$88.6K 0.03%
341
-133
113
$84.8K 0.02%
1,578
-13
114
$79.3K 0.02%
1,612
115
$78K 0.02%
1,551
-7,685
116
$77.7K 0.02%
446
+36
117
$75.2K 0.02%
162
+12
118
$74.5K 0.02%
3,037
119
$73.6K 0.02%
649
120
$71.7K 0.02%
1,935
121
$70.8K 0.02%
805
122
$70.3K 0.02%
435
123
$63.9K 0.02%
1,473
+44
124
$63.8K 0.02%
2,373
+18
125
$61.3K 0.02%
415
+70
3 4
5
6 7