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
$201M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.18M
3
+$4.04M
4
XOM icon
Exxon Mobil
XOM
+$3.93M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$2.33M

Top Sells

1
+$8.16M
2
+$6.99M
3
+$6.16M
4
LOW icon
Lowe's Companies
LOW
+$4.84M
5
CVS icon
CVS Health
CVS
+$3.45M

Sector Composition

1 Financials 14.57%
2 Industrials 10.03%
3 Technology 9.49%
4 Energy 9.3%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15K 0.01%
+198
177
$15K 0.01%
1,500
178
$15K 0.01%
+327
179
$15K 0.01%
457
-300
180
$15K 0.01%
200
181
$14K 0.01%
262
182
$14K 0.01%
1,150
183
$14K 0.01%
1,115
184
$13K 0.01%
225
185
$13K 0.01%
225
186
$13K 0.01%
80
-98
187
$12K 0.01%
389
-7
188
$12K 0.01%
110
189
$12K 0.01%
+250
190
$11K 0.01%
800
191
$11K 0.01%
200
-47
192
$10K 0.01%
624
193
$10K 0.01%
166
-78
194
$10K 0.01%
675
195
$10K 0.01%
80
196
$10K 0.01%
100
197
$10K 0.01%
200
198
$9K ﹤0.01%
+89
199
$9K ﹤0.01%
103
200
$8K ﹤0.01%
148
6 7
8
9 10