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
$237M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
290
New
Increased
Reduced
Closed

Top Buys

1
+$62.6M
2
+$18.3M
3
+$16.2M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$7.15M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.61M

Top Sells

1
+$15.5M
2
+$11.2M
3
+$10.6M
4
JPM icon
JPMorgan Chase
JPM
+$7.5M
5
V icon
Visa
V
+$6.9M

Sector Composition

1 Healthcare 15.51%
2 Technology 12.02%
3 Consumer Discretionary 10.94%
4 Consumer Staples 5.88%
5 Industrials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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