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
$281M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$4.67M
3
+$2.77M
4
NVDA icon
NVIDIA
NVDA
+$2.71M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.42M

Top Sells

1
+$5.35M
2
+$4.57M
3
+$4.04M
4
RTX icon
RTX Corp
RTX
+$4.03M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.62M

Sector Composition

1 Technology 16.95%
2 Consumer Discretionary 6.19%
3 Industrials 5.81%
4 Financials 5.61%
5 Energy 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$39.4K 0.01%
81
-67
152
$39.2K 0.01%
700
-49
153
$38K 0.01%
867
154
$36.6K 0.01%
353
-49
155
$36.5K 0.01%
200
156
$36.1K 0.01%
391
157
$35.2K 0.01%
236
158
$34.4K 0.01%
1,062
-407
159
$33.6K 0.01%
344
-1,556
160
$33.3K 0.01%
122
161
$33.1K 0.01%
198
-87
162
$32.4K 0.01%
1,045
163
$32K 0.01%
145
-19
164
$31.4K 0.01%
148
+98
165
$29.2K 0.01%
128
-23,398
166
$29.1K 0.01%
319
+300
167
$28.9K 0.01%
73
168
$28.6K 0.01%
804
-98
169
$28.1K 0.01%
2,906
-2,500
170
$27.8K 0.01%
9
171
$27.1K 0.01%
900
-100
172
$27.1K 0.01%
1,480
173
$26.8K 0.01%
372
-293
174
$25.7K 0.01%
418
175
$25.5K 0.01%
440
5 6
7
8 9