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
$201M
AUM Growth
+$8.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.18M
3
+$4.04M
4
XOM icon
Exxon Mobil
XOM
+$3.93M
5
SPHB icon
Invesco S&P 500 High Beta ETF
SPHB
+$2.33M

Top Sells

1
+$8.16M
2
+$6.99M
3
+$6.16M
4
LOW icon
Lowe's Companies
LOW
+$4.84M
5
CVS icon
CVS Health
CVS
+$3.45M

Sector Composition

1 Financials 14.57%
2 Industrials 10.03%
3 Technology 9.49%
4 Energy 9.3%
5 Healthcare 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
549
202
$7K ﹤0.01%
410
203
$7K ﹤0.01%
44
204
$6K ﹤0.01%
318
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$6K ﹤0.01%
54
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$6K ﹤0.01%
400
207
$6K ﹤0.01%
+96
208
$6K ﹤0.01%
230
209
$6K ﹤0.01%
417
210
$6K ﹤0.01%
307
211
$5K ﹤0.01%
91
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$5K ﹤0.01%
600
213
$5K ﹤0.01%
+100
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$5K ﹤0.01%
72
215
$5K ﹤0.01%
+111
216
$5K ﹤0.01%
+8
217
$5K ﹤0.01%
58
218
$5K ﹤0.01%
342
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$5K ﹤0.01%
123
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$5K ﹤0.01%
75
-75
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$4K ﹤0.01%
66
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$4K ﹤0.01%
47
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$4K ﹤0.01%
92
-55
224
$4K ﹤0.01%
60
225
$4K ﹤0.01%
328
7 8
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