RAM
Riggs Asset Management Portfolio holdings
AUM
$407M
1-Year Return
40.72%
This Quarter Return
+6.04%
1 Year Return
+40.72%
3 Year Return
+131.25%
5 Year Return
+231.61%
10 Year Return
+537.25%
AUM
$248M
AUM Growth
+$26.3M
(+12%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
6.05%
Top 10 Holdings %
Top 10 Hldgs %
36.53%
Holding
297
New
25
Increased
28
Reduced
53
Closed
23
Top Buys
| 1 |
SPDR S&P Metals & Mining ETF
XME
|
$6.75M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.72M |
| 3 |
RPC Inc
RES
|
$6.41M |
| 4 |
Invesco China Technology ETF
CQQQ
|
$5.75M |
| 5 |
BP
BP
|
$4.57M |
Top Sells
| 1 |
iShares MSCI Germany ETF
EWG
|
$6.72M |
| 2 |
Starbucks
SBUX
|
$3.17M |
| 3 |
CELG
Celgene Corp
CELG
|
$2.62M |
| 4 |
Expedia Group
EXPE
|
$1.99M |
| 5 |
Boeing
BA
|
$785K |
Sector Composition
| 1 | Financials | 15.53% |
| 2 | Energy | 9.71% |
| 3 | Industrials | 7.14% |
| 4 | Technology | 5.4% |
| 5 | Consumer Discretionary | 5.15% |
