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
$359M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$4.81M
3 +$2.84M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.85M
5
GPN icon
Global Payments
GPN
+$1.84M

Top Sells

1 +$14.4M
2 +$12.6M
3 +$6.26M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.08M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$773K

Sector Composition

1 Technology 12.55%
2 Healthcare 8.94%
3 Financials 7.52%
4 Consumer Discretionary 6.25%
5 Consumer Staples 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$30K 0.01%
614
+65
177
$30K 0.01%
10,600
178
$29K 0.01%
+775
179
$29K 0.01%
1,480
180
$29K 0.01%
1,329
-566
181
$28K 0.01%
450
182
$28K 0.01%
500
183
$27K 0.01%
111
184
$26K 0.01%
620
185
$25K 0.01%
+86
186
$25K 0.01%
400
187
$25K 0.01%
+98
188
$25K 0.01%
211
189
$25K 0.01%
366
190
$25K 0.01%
282
191
$25K 0.01%
418
192
$24K 0.01%
298
193
$24K 0.01%
1,599
194
$24K 0.01%
150
195
$23K 0.01%
200
196
$23K 0.01%
494
197
$22K 0.01%
257
+65
198
$21K 0.01%
80
199
$20K 0.01%
694
200
$20K 0.01%
450