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
$248M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.68M
3
+$6.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.61M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.2M

Top Sells

1
+$8.29M
2
+$2.89M
3
+$1.87M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$875K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$350K

Sector Composition

1 Healthcare 12.31%
2 Financials 11.38%
3 Industrials 7.61%
4 Communication Services 7.1%
5 Technology 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$52K 0.02%
149
127
$49K 0.02%
7,823
+1,885
128
$49K 0.02%
4,098
-2,981
129
$45K 0.02%
321
130
$43K 0.02%
720
131
$42K 0.02%
2,906
132
$42K 0.02%
1,056
133
$41K 0.02%
200
134
$39K 0.02%
700
135
$39K 0.02%
589
136
$38K 0.02%
693
137
$38K 0.02%
100
138
$37K 0.01%
+1,709
139
$37K 0.01%
+379
140
$36K 0.01%
200
141
$36K 0.01%
654
+203
142
$36K 0.01%
1,178
143
$36K 0.01%
148
144
$36K 0.01%
550
145
$34K 0.01%
200
146
$34K 0.01%
2,388
147
$34K 0.01%
400
148
$34K 0.01%
+584
149
$33K 0.01%
642
+100
150
$32K 0.01%
466
+453
4 5
6
7 8