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
$374M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$8.16M
3
+$4.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.33M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4M

Top Sells

1
+$8.43M
2
+$5.65M
3
+$5.59M
4
NEM icon
Newmont
NEM
+$5.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.38M

Sector Composition

1 Technology 19.49%
2 Financials 8.48%
3 Consumer Discretionary 7.61%
4 Industrials 5.75%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$45.3K 0.01%
1,480
152
$45K 0.01%
500
+80
153
$43K 0.01%
970
+930
154
$42.5K 0.01%
405
-143
155
$41.9K 0.01%
305
+20
156
$41.1K 0.01%
235
+50
157
$39.8K 0.01%
237
158
$39.7K 0.01%
+905
159
$39.5K 0.01%
+114
160
$39.4K 0.01%
85
+63
161
$39K 0.01%
118
+57
162
$38.8K 0.01%
250
163
$38.2K 0.01%
145
164
$37.6K 0.01%
1,000
165
$36.9K 0.01%
756
166
$36.7K 0.01%
1,390
-259
167
$35.8K 0.01%
424
168
$35.7K 0.01%
1,045
169
$35.6K 0.01%
185
170
$34.2K 0.01%
194
171
$34K 0.01%
296
+25
172
$33.8K 0.01%
374
173
$33.6K 0.01%
391
174
$33K 0.01%
1,461
+32
175
$33K 0.01%
1,000
5 6
7
8 9