RAM

Riggs Asset Management Portfolio holdings

AUM $496M
1-Year Est. Return 50.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1 +$12.1M
2 +$7.59M
3 +$2.62M
4
CMCSA icon
Comcast
CMCSA
+$2.36M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.25M

Top Sells

1 +$8.53M
2 +$7.92M
3 +$5.74M
4
BMY icon
Bristol-Myers Squibb
BMY
+$5.3M
5
TGT icon
Target
TGT
+$3.99M

Sector Composition

1 Technology 12.31%
2 Financials 8.26%
3 Consumer Discretionary 7.66%
4 Communication Services 6.09%
5 Healthcare 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$89K 0.03%
1,500
-500
127
$88K 0.03%
525
128
$84K 0.03%
1,246
129
$84K 0.03%
1,151
130
$78K 0.02%
400
131
$76K 0.02%
603
-468
132
$73K 0.02%
8,778
+37
133
$73K 0.02%
492
-375
134
$72K 0.02%
629
135
$72K 0.02%
2,583
+833
136
$68K 0.02%
726
137
$67K 0.02%
450
138
$63K 0.02%
273
+28
139
$61K 0.02%
100
140
$61K 0.02%
785
-33,587
141
$60K 0.02%
745
142
$59K 0.02%
200
-100
143
$58K 0.02%
450
144
$58K 0.02%
800
145
$57K 0.02%
1,166
146
$56K 0.02%
162
147
$56K 0.02%
900
148
$55K 0.02%
744
149
$55K 0.02%
470
150
$53K 0.02%
527