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
$242M
AUM Growth
-$99.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$4.93M
2
+$4.87M
3
+$4.6M
4
RTX icon
RTX Corp
RTX
+$2.53M
5
LMT icon
Lockheed Martin
LMT
+$2.4M

Top Sells

1
+$14.8M
2
+$7.54M
3
+$6.78M
4
QCOM icon
Qualcomm
QCOM
+$5.5M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$5.08M

Sector Composition

1 Technology 12.54%
2 Industrials 10.11%
3 Healthcare 7.17%
4 Consumer Discretionary 6.25%
5 Financials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K ﹤0.01%
1,500
202
$10K ﹤0.01%
111
203
$10K ﹤0.01%
+194
204
$10K ﹤0.01%
660
-85,800
205
$10K ﹤0.01%
+137
206
$9K ﹤0.01%
650
207
$9K ﹤0.01%
29
-15,200
208
$9K ﹤0.01%
82
-25,896
209
$9K ﹤0.01%
250
210
$9K ﹤0.01%
167
-5,967
211
$8K ﹤0.01%
359
212
$8K ﹤0.01%
417
-86
213
$8K ﹤0.01%
443
214
$8K ﹤0.01%
52
-434
215
$8K ﹤0.01%
+94
216
$8K ﹤0.01%
140
217
$8K ﹤0.01%
+45
218
$8K ﹤0.01%
1,000
219
$7K ﹤0.01%
25
220
$7K ﹤0.01%
+200
221
$7K ﹤0.01%
176
222
$7K ﹤0.01%
105
223
$7K ﹤0.01%
600
224
$7K ﹤0.01%
+102
225
$7K ﹤0.01%
80
7 8
9
10 11