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
$201M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.18M
3
+$4.04M
4
XOM icon
Exxon Mobil
XOM
+$3.93M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$2.33M

Top Sells

1
+$8.16M
2
+$6.99M
3
+$6.16M
4
LOW icon
Lowe's Companies
LOW
+$4.84M
5
CVS icon
CVS Health
CVS
+$3.45M

Sector Composition

1 Financials 14.57%
2 Industrials 10.03%
3 Technology 9.49%
4 Energy 9.3%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$37K 0.02%
510
127
$37K 0.02%
1,009
128
$36K 0.02%
3,564
129
$36K 0.02%
880
-40
130
$36K 0.02%
399
131
$34K 0.02%
411
132
$34K 0.02%
2,388
133
$34K 0.02%
+601
134
$34K 0.02%
184
+65
135
$34K 0.02%
1,618
136
$32K 0.02%
720
137
$30K 0.01%
130
138
$30K 0.01%
825
139
$29K 0.01%
9,258
140
$29K 0.01%
191
141
$29K 0.01%
238
142
$27K 0.01%
200
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143
$27K 0.01%
1,054
144
$27K 0.01%
720
145
$27K 0.01%
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146
$26K 0.01%
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147
$26K 0.01%
800
148
$26K 0.01%
579
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149
$25K 0.01%
320
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150
$25K 0.01%
+564
4 5
6
7 8