RAM
Riggs Asset Management Portfolio holdings
AUM
$407M
1-Year Return
40.72%
This Quarter Return
+5.14%
1 Year Return
+40.72%
3 Year Return
+131.25%
5 Year Return
+231.61%
10 Year Return
+537.25%
AUM
$193M
AUM Growth
+$2.27M
(+1.2%)
Cap. Flow
-$2.23M
Cap. Flow
% of AUM
-1.16%
Top 10 Holdings %
Top 10 Hldgs %
37.54%
Holding
297
New
20
Increased
17
Reduced
59
Closed
24
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$9.61M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.66M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$5.46M |
| 4 |
DuPont de Nemours
DD
|
$2.72M |
| 5 |
Apple
AAPL
|
$2.66M |
Top Sells
| 1 |
SPDR Gold Trust
GLD
|
$7.08M |
| 2 |
Invesco Large Cap Growth ETF
PWB
|
$5.58M |
| 3 |
First Trust Consumer Staples AlphaDEX Fund
FXG
|
$5.51M |
| 4 |
Jazz Pharmaceuticals
JAZZ
|
$4.74M |
| 5 |
The GEO Group
GEO
|
$4.63M |
Sector Composition
| 1 | Financials | 14.15% |
| 2 | Technology | 13.35% |
| 3 | Healthcare | 11.56% |
| 4 | Industrials | 10.08% |
| 5 | Energy | 7.63% |
