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
$374M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$8.16M
3
+$4.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.33M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4M

Top Sells

1
+$8.43M
2
+$5.65M
3
+$5.59M
4
NEM icon
Newmont
NEM
+$5.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.38M

Sector Composition

1 Technology 19.49%
2 Financials 8.48%
3 Consumer Discretionary 7.61%
4 Industrials 5.75%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$68.3K 0.02%
236
-534
127
$67.8K 0.02%
699
-76
128
$67.7K 0.02%
162
+4
129
$67.3K 0.02%
500
-500
130
$66.5K 0.02%
2,441
+20
131
$66K 0.02%
445
132
$65.3K 0.02%
2,016
133
$63.7K 0.02%
881
-345
134
$63.4K 0.02%
257
-148
135
$62.2K 0.02%
1,935
136
$61.8K 0.02%
560
+47
137
$60.9K 0.02%
+6,163
138
$59.2K 0.02%
202
139
$54.4K 0.01%
500
140
$54.3K 0.01%
1,451
-23
141
$53.2K 0.01%
+315
142
$50.6K 0.01%
1,140
143
$50.5K 0.01%
494
144
$50.1K 0.01%
509
-2,370
145
$48.6K 0.01%
340
+13
146
$47.7K 0.01%
211
147
$47.3K 0.01%
867
148
$47.3K 0.01%
90
+2
149
$47.1K 0.01%
760
-4
150
$45.4K 0.01%
125
+1
4 5
6
7 8