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
$281M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.67M
3
+$2.77M
4
NVDA icon
NVIDIA
NVDA
+$2.71M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.42M

Top Sells

1
+$5.35M
2
+$4.57M
3
+$4.04M
4
RTX icon
RTX Corp
RTX
+$4.03M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.62M

Sector Composition

1 Technology 16.95%
2 Consumer Discretionary 6.19%
3 Industrials 5.81%
4 Financials 5.61%
5 Energy 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$65.2K 0.02%
410
-50
127
$62.8K 0.02%
805
128
$62.7K 0.02%
649
129
$59.5K 0.02%
1,935
130
$56.3K 0.02%
4,201
-501
131
$55.9K 0.02%
150
132
$55.1K 0.02%
327
-44
133
$55.1K 0.02%
584
+490
134
$55K 0.02%
2,331
+21
135
$53.5K 0.02%
65
136
$52.5K 0.02%
1,582
137
$52.2K 0.02%
1,000
-1,000
138
$51.1K 0.02%
404
139
$51K 0.02%
396
-2,781
140
$48.2K 0.02%
470
141
$48.1K 0.02%
200
142
$47.5K 0.02%
2,016
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143
$46.8K 0.02%
391
144
$44.8K 0.02%
300
-51
145
$43.9K 0.02%
537
146
$43.6K 0.02%
1,550
147
$42.8K 0.02%
1,140
148
$42.5K 0.02%
335
149
$42K 0.02%
450
150
$40.6K 0.01%
200
4 5
6
7 8