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
$147M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.17M
3
+$244K
4
KMPR icon
Kemper
KMPR
+$190K
5
MRKR icon
Marker Therapeutics
MRKR
+$123K

Top Sells

1
+$6.5M
2
+$5.94M
3
+$1.85M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$356K
5
BAC icon
Bank of America
BAC
+$186K

Sector Composition

1 Financials 19.17%
2 Energy 13.41%
3 Communication Services 8.32%
4 Industrials 6.94%
5 Healthcare 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$36K 0.02%
200
127
$35K 0.02%
2,243
128
$35K 0.02%
400
129
$35K 0.02%
+200
130
$35K 0.02%
149
131
$34K 0.02%
1,056
132
$34K 0.02%
693
133
$33K 0.02%
191
134
$32K 0.02%
700
135
$32K 0.02%
2,388
136
$31K 0.02%
200
137
$31K 0.02%
200
138
$31K 0.02%
289
+283
139
$31K 0.02%
+550
140
$29K 0.02%
544
+200
141
$29K 0.02%
148
142
$27K 0.02%
3,750
143
$26K 0.02%
561
144
$25K 0.02%
135
145
$25K 0.02%
1,480
146
$24K 0.02%
145
147
$23K 0.02%
542
148
$23K 0.02%
+132
149
$23K 0.02%
483
150
$22K 0.02%
304
4 5
6
7 8