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
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$9.27M
2
+$5.47M
3
+$5.31M
4
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$4.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.06M

Top Sells

1
+$4.7M
2
+$4.59M
3
+$4.56M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$4.1M
5
CVS icon
CVS Health
CVS
+$3.91M

Sector Composition

1 Technology 13.08%
2 Industrials 12.01%
3 Financials 5.59%
4 Healthcare 5.24%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36.8K 0.01%
200
152
$34K 0.01%
248
-10,138
153
$33.6K 0.01%
452
-52,581
154
$33.6K 0.01%
+1,045
155
$33.1K 0.01%
450
156
$33.1K 0.01%
145
157
$31K 0.01%
+1,000
158
$30.5K 0.01%
440
-811
159
$30.2K 0.01%
400
160
$27.9K 0.01%
122
161
$27.5K 0.01%
841
+240
162
$27.2K 0.01%
1,480
163
$26.5K 0.01%
73
164
$26.5K 0.01%
424
165
$25.7K 0.01%
494
166
$25.6K 0.01%
400
167
$25.5K 0.01%
130
-124
168
$25.4K 0.01%
100
169
$24.6K 0.01%
86
170
$23.9K 0.01%
9
171
$23.7K 0.01%
800
172
$23.3K 0.01%
250
173
$22.8K 0.01%
80
174
$22K 0.01%
418
175
$21.9K 0.01%
+1,983
5 6
7
8 9