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
$248M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.43M
2
+$6.68M
3
+$6.67M
4
BMY icon
Bristol-Myers Squibb
BMY
+$6.61M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$5.2M

Top Sells

1
+$8.29M
2
+$2.89M
3
+$1.87M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$875K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$350K

Sector Composition

1 Healthcare 12.31%
2 Financials 11.38%
3 Industrials 7.61%
4 Communication Services 7.1%
5 Technology 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19K 0.01%
678
-66,819
177
$19K 0.01%
+200
178
$18K 0.01%
343
-140
179
$17K 0.01%
80
180
$17K 0.01%
91
181
$16K 0.01%
400
182
$16K 0.01%
115
183
$15K 0.01%
163
+25
184
$14K 0.01%
283
185
$14K 0.01%
+102
186
$14K 0.01%
96
187
$14K 0.01%
1,115
188
$14K 0.01%
245
189
$14K 0.01%
150
+57
190
$14K 0.01%
129
191
$13K 0.01%
30
+10
192
$13K 0.01%
451
193
$13K 0.01%
+100
194
$13K 0.01%
+219
195
$12K ﹤0.01%
400
196
$12K ﹤0.01%
+135
197
$12K ﹤0.01%
148
+101
198
$12K ﹤0.01%
418
199
$12K ﹤0.01%
1,100
200
$11K ﹤0.01%
+210
6 7
8
9 10