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
$248M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$7.16M
2
+$6.5M
3
+$6.27M
4
BMY icon
Bristol-Myers Squibb
BMY
+$5.89M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.85M

Top Sells

1
+$6.83M
2
+$2.89M
3
+$1.79M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$876K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$350K

Sector Composition

1 Healthcare 12.31%
2 Financials 11.38%
3 Industrials 7.61%
4 Communication Services 7.1%
5 Technology 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K ﹤0.01%
+80
202
$11K ﹤0.01%
342
203
$10K ﹤0.01%
+544
204
$10K ﹤0.01%
+145
205
$10K ﹤0.01%
200
206
$10K ﹤0.01%
+300
207
$10K ﹤0.01%
11,600
208
$10K ﹤0.01%
203
209
$10K ﹤0.01%
+500
210
$9K ﹤0.01%
+300
211
$9K ﹤0.01%
225
212
$9K ﹤0.01%
+472
213
$9K ﹤0.01%
+577
214
$8K ﹤0.01%
500
215
$8K ﹤0.01%
66
216
$8K ﹤0.01%
69
+42
217
$7K ﹤0.01%
112
218
$7K ﹤0.01%
60
219
$6K ﹤0.01%
400
220
$6K ﹤0.01%
+55
221
$6K ﹤0.01%
91
222
$6K ﹤0.01%
123
223
$6K ﹤0.01%
192
224
$6K ﹤0.01%
100
225
$6K ﹤0.01%
+1,846
7 8
9
10 11