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
$374M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$8.16M
3
+$4.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.33M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4M

Top Sells

1
+$8.43M
2
+$5.65M
3
+$5.59M
4
NEM icon
Newmont
NEM
+$5.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.38M

Sector Composition

1 Technology 19.49%
2 Financials 8.48%
3 Consumer Discretionary 7.61%
4 Industrials 5.75%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$162K 0.04%
+3,201
102
$155K 0.04%
7,929
103
$128K 0.03%
377
-23
104
$126K 0.03%
2,862
+212
105
$123K 0.03%
4,555
-485
106
$117K 0.03%
1,055
-100
107
$115K 0.03%
669
-700
108
$111K 0.03%
219
+1
109
$106K 0.03%
943
+6
110
$103K 0.03%
1,528
-50
111
$93.9K 0.03%
362
+6
112
$93.6K 0.03%
1,050
113
$93.4K 0.02%
400
114
$87.1K 0.02%
1,793
+250
115
$86.8K 0.02%
1,612
116
$85.5K 0.02%
3,037
117
$85.1K 0.02%
453
118
$81.3K 0.02%
654
+5
119
$79.7K 0.02%
+1,420
120
$79K 0.02%
934
-66,173
121
$76.2K 0.02%
404
122
$76.1K 0.02%
1,020
123
$74.2K 0.02%
200
124
$71.1K 0.02%
805
125
$69.4K 0.02%
602
3 4
5
6 7