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
$156M
AUM Growth
-$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.41M
3
+$3.39M
4
VZ icon
Verizon
VZ
+$2.97M
5
CRWD icon
CrowdStrike
CRWD
+$577K

Top Sells

1
+$16M
2
+$9.09M
3
+$5.91M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.07M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.99M

Sector Composition

1 Healthcare 15.77%
2 Financials 11.86%
3 Technology 10.48%
4 Communication Services 7.32%
5 Consumer Discretionary 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
527
+427
202
$5K ﹤0.01%
500
203
$5K ﹤0.01%
123
204
$4K ﹤0.01%
+142
205
$4K ﹤0.01%
300
206
$4K ﹤0.01%
130
207
$4K ﹤0.01%
73
208
$4K ﹤0.01%
443
-1,000
209
$4K ﹤0.01%
328
210
$4K ﹤0.01%
250
211
$4K ﹤0.01%
400
212
$4K ﹤0.01%
192
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$4K ﹤0.01%
50
214
$3K ﹤0.01%
225
215
$3K ﹤0.01%
137
216
$3K ﹤0.01%
24
217
$3K ﹤0.01%
60
218
$3K ﹤0.01%
53
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$3K ﹤0.01%
100
220
$3K ﹤0.01%
35
221
$3K ﹤0.01%
221
222
$3K ﹤0.01%
100
223
$3K ﹤0.01%
151
224
$2K ﹤0.01%
30
225
$2K ﹤0.01%
+25
7 8
9
10 11