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
$369M
AUM Growth
+$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$7.84M
3
+$3.37M
4
MCD icon
McDonald's
MCD
+$2.8M
5
CMI icon
Cummins
CMI
+$2.69M

Top Sells

1
+$7.64M
2
+$5.44M
3
+$4.96M
4
MMM icon
3M
MMM
+$4.75M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$3.09M

Sector Composition

1 Technology 14.43%
2 Financials 7.42%
3 Consumer Discretionary 6.65%
4 Healthcare 6.43%
5 Communication Services 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$24K 0.01%
211
202
$21K 0.01%
450
203
$21K 0.01%
364
204
$21K 0.01%
80
205
$20K 0.01%
300
-100
206
$20K 0.01%
231
207
$19K 0.01%
271
208
$19K 0.01%
245
209
$19K 0.01%
168
+18
210
$19K 0.01%
+184
211
$18K ﹤0.01%
634
-60
212
$18K ﹤0.01%
646
213
$18K ﹤0.01%
115
214
$17K ﹤0.01%
250
215
$17K ﹤0.01%
375
216
$16K ﹤0.01%
1,650
-1,300
217
$16K ﹤0.01%
125
218
$16K ﹤0.01%
75
219
$16K ﹤0.01%
231
220
$16K ﹤0.01%
400
221
$16K ﹤0.01%
500
222
$15K ﹤0.01%
650
223
$15K ﹤0.01%
43
224
$15K ﹤0.01%
345
225
$15K ﹤0.01%
26
7 8
9
10 11