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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$38.5K 0.01%
871
+67
152
$37.5K 0.01%
1,045
153
$37K 0.01%
1,480
154
$35.2K 0.01%
1,000
155
$35.1K 0.01%
513
+13
156
$34.5K 0.01%
374
157
$34.1K 0.01%
352
158
$34.1K 0.01%
500
+200
159
$33.4K 0.01%
426
160
$33.4K 0.01%
787
-3,830
161
$32.1K 0.01%
372
162
$32.1K 0.01%
250
163
$31.6K 0.01%
171
+6
164
$29.7K 0.01%
83
+3
165
$29.1K 0.01%
225
+125
166
$29K 0.01%
221
+96
167
$28.5K 0.01%
608
+219
168
$28.4K 0.01%
160
169
$28.3K 0.01%
424
170
$26.8K 0.01%
405
-107
171
$26.6K 0.01%
635
-289
172
$26.5K 0.01%
115
173
$25.5K 0.01%
420
+60
174
$25.2K 0.01%
407
+7
175
$23.6K 0.01%
493
+100
5 6
7
8 9