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
$281M
AUM Growth
-$2.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.64M
3
+$2.99M
4
NVDA icon
NVIDIA
NVDA
+$2.8M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$2.49M

Top Sells

1
+$5.65M
2
+$4.8M
3
+$4.46M
4
LMT icon
Lockheed Martin
LMT
+$4.38M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.68M

Sector Composition

1 Technology 16.95%
2 Consumer Discretionary 6.19%
3 Industrials 5.81%
4 Financials 5.61%
5 Energy 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25.1K 0.01%
250
177
$25.1K 0.01%
284
178
$24.3K 0.01%
400
179
$24.1K 0.01%
424
180
$23.1K 0.01%
500
181
$22.7K 0.01%
500
182
$22.5K 0.01%
494
183
$22.3K 0.01%
400
184
$22.2K 0.01%
352
185
$21.9K 0.01%
80
186
$21.8K 0.01%
575
187
$21K 0.01%
237
-141
188
$20.7K 0.01%
169
189
$20K 0.01%
100
-13
190
$19.4K 0.01%
175
191
$19K 0.01%
+1,147
192
$19K 0.01%
300
193
$18.9K 0.01%
1,983
194
$18.8K 0.01%
115
195
$18.4K 0.01%
800
196
$18.4K 0.01%
500
197
$17.4K 0.01%
216
+148
198
$17.3K 0.01%
102
+1
199
$17.2K 0.01%
42
-9,872
200
$16.9K 0.01%
55
6 7
8
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