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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$22.8K 0.01%
494
177
$22.7K 0.01%
981
+81
178
$21.6K 0.01%
305
-3
179
$21.1K 0.01%
500
180
$21K 0.01%
1,147
181
$20.5K 0.01%
59
182
$20.4K 0.01%
165
+7
183
$20.2K 0.01%
233
184
$20.1K 0.01%
58
+15
185
$19.9K 0.01%
180
-101
186
$19.8K 0.01%
117
+32
187
$19.8K 0.01%
199
188
$19.4K 0.01%
100
189
$19.2K 0.01%
71
190
$19.2K 0.01%
495
-197
191
$19.1K 0.01%
42
192
$19K 0.01%
+332
193
$19K 0.01%
360
194
$18.6K 0.01%
167
195
$18.5K 0.01%
140
196
$18.2K 0.01%
500
197
$18K 0.01%
249
-40,276
198
$18K 0.01%
1,983
199
$17.5K 0.01%
142
+5
200
$17.4K 0.01%
300
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