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
$248M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.68M
3
+$6.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.61M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.2M

Top Sells

1
+$8.29M
2
+$2.89M
3
+$1.87M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$875K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$350K

Sector Composition

1 Healthcare 12.31%
2 Financials 11.38%
3 Industrials 7.61%
4 Communication Services 7.1%
5 Technology 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32K 0.01%
3,750
152
$31K 0.01%
+1,230
153
$31K 0.01%
1,591
-1,802
154
$30K 0.01%
1,480
155
$30K 0.01%
200
156
$29K 0.01%
1,078
157
$29K 0.01%
200
158
$29K 0.01%
1,443
-800
159
$28K 0.01%
650
160
$28K 0.01%
+472
161
$27K 0.01%
135
162
$27K 0.01%
200
163
$26K 0.01%
412
-482
164
$26K 0.01%
145
165
$26K 0.01%
461
-100
166
$25K 0.01%
+298
167
$25K 0.01%
304
168
$23K 0.01%
1,599
169
$22K 0.01%
262
170
$22K 0.01%
+350
171
$22K 0.01%
+357
172
$21K 0.01%
478
173
$20K 0.01%
366
+2
174
$20K 0.01%
500
175
$20K 0.01%
800
5 6
7
8 9