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
$172M
AUM Growth
+$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$5.23M
3
+$4.63M
4
VZ icon
Verizon
VZ
+$4.44M
5
CBU icon
Community Bank
CBU
+$261K

Top Sells

1
+$4.99M
2
+$4.8M
3
+$3.56M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$3.36M
5
FCG icon
First Trust Natural Gas ETF
FCG
+$2.88M

Sector Composition

1 Industrials 19.56%
2 Healthcare 17.35%
3 Financials 11.94%
4 Energy 9.51%
5 Consumer Discretionary 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$23K 0.01%
+1,057
152
$23K 0.01%
+707
153
$22K 0.01%
+3,750
154
$22K 0.01%
+200
155
$21K 0.01%
+549
156
$21K 0.01%
+499
157
$20K 0.01%
+400
158
$20K 0.01%
+200
159
$20K 0.01%
+200
160
$19K 0.01%
+200
161
$19K 0.01%
+200
162
$19K 0.01%
+400
163
$18K 0.01%
+200
164
$18K 0.01%
+3,300
165
$18K 0.01%
+1,335
166
$18K 0.01%
+350
167
$17K 0.01%
+186
168
$17K 0.01%
+150
169
$16K 0.01%
+1,500
170
$16K 0.01%
+469
171
$16K 0.01%
+161
172
$16K 0.01%
+200
173
$16K 0.01%
+125
174
$16K 0.01%
+150
175
$15K 0.01%
+478
5 6
7
8 9