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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$60K 0.02%
200
127
$58.8K 0.02%
404
-5
128
$58.1K 0.02%
596
-694
129
$55.6K 0.02%
288
-11,335
130
$55.5K 0.02%
2,016
131
$53.4K 0.02%
214
+14
132
$52.9K 0.02%
55
133
$51.6K 0.02%
327
134
$50.6K 0.01%
470
135
$49.9K 0.01%
1,140
136
$49.8K 0.01%
391
137
$48.4K 0.01%
132
+10
138
$47K 0.01%
499
+7
139
$46.5K 0.01%
1,000
140
$46.5K 0.01%
760
141
$46.2K 0.01%
867
142
$44.8K 0.01%
93
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143
$44.6K 0.01%
200
144
$44.3K 0.01%
243
+7
145
$43.9K 0.01%
1,582
-17
146
$43.8K 0.01%
3,595
147
$43.3K 0.01%
430
+12
148
$41.4K 0.01%
296
+12
149
$41K 0.01%
145
150
$40K 0.01%
391
4 5
6
7 8