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
$147M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$2.17M
3
+$244K
4
KMPR icon
Kemper
KMPR
+$190K
5
MRKR icon
Marker Therapeutics
MRKR
+$123K

Top Sells

1
+$6.5M
2
+$5.94M
3
+$1.85M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$356K
5
BAC icon
Bank of America
BAC
+$186K

Sector Composition

1 Financials 19.17%
2 Energy 13.41%
3 Communication Services 8.32%
4 Industrials 6.94%
5 Healthcare 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22K 0.02%
200
152
$21K 0.01%
1,599
153
$21K 0.01%
200
154
$20K 0.01%
+808
155
$19K 0.01%
450
156
$18K 0.01%
262
157
$18K 0.01%
478
158
$17K 0.01%
650
159
$17K 0.01%
155
-90
160
$16K 0.01%
800
161
$15K 0.01%
11,600
162
$15K 0.01%
80
163
$15K 0.01%
115
164
$14K 0.01%
400
165
$14K 0.01%
198
166
$13K 0.01%
81
-53
167
$13K 0.01%
1,115
168
$13K 0.01%
+165
169
$13K 0.01%
245
170
$13K 0.01%
129
171
$13K 0.01%
91
172
$12K 0.01%
+188
173
$12K 0.01%
2,046
174
$12K 0.01%
138
175
$11K 0.01%
225
5 6
7
8 9