RAM

Riggs Asset Management Portfolio holdings

AUM $496M
1-Year Est. Return 50.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.56%
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
+$10.3M
2
+$6.8M
3
+$3.8M
4
BAC icon
Bank of America
BAC
+$3.52M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$2.22M

Top Sells

1
+$8.16M
2
+$6.08M
3
+$6.07M
4
LOW icon
Lowe's Companies
LOW
+$4.77M
5
CVS icon
CVS Health
CVS
+$3.57M

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%
200
177
$15K 0.01%
1,500
178
$15K 0.01%
+327
179
$15K 0.01%
+255
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$15K 0.01%
457
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$14K 0.01%
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182
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1,150
183
$14K 0.01%
1,115
184
$13K 0.01%
225
185
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225
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$13K 0.01%
80
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$12K 0.01%
389
-7
188
$12K 0.01%
110
189
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+250
190
$11K 0.01%
800
191
$11K 0.01%
200
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192
$10K 0.01%
624
193
$10K 0.01%
166
-78
194
$10K 0.01%
675
195
$10K 0.01%
80
196
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$10K 0.01%
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$9K ﹤0.01%
+89
199
$9K ﹤0.01%
103
200
$8K ﹤0.01%
148
6 7
8
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