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
$242M
AUM Growth
-$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.87M
3
+$4.6M
4
RTX icon
RTX Corp
RTX
+$2.53M
5
LMT icon
Lockheed Martin
LMT
+$2.4M

Top Sells

1
+$14.8M
2
+$7.54M
3
+$6.78M
4
QCOM icon
Qualcomm
QCOM
+$5.5M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.08M

Sector Composition

1 Technology 12.54%
2 Industrials 10.11%
3 Healthcare 7.17%
4 Consumer Discretionary 6.25%
5 Financials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34K 0.01%
2,906
152
$33K 0.01%
524
153
$32K 0.01%
1,040
+404
154
$32K 0.01%
145
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150
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$30K 0.01%
400
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54
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200
159
$26K 0.01%
1,480
160
$25K 0.01%
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161
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86
162
$24K 0.01%
121
+118
163
$24K 0.01%
800
164
$23K 0.01%
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122
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305
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+250
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$22K 0.01%
152
169
$21K 0.01%
+209
170
$20K 0.01%
400
171
$20K 0.01%
549
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172
$20K 0.01%
264
173
$19K 0.01%
298
174
$19K 0.01%
300
175
$19K 0.01%
500
-50
5 6
7
8 9