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
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1 +$9.27M
2 +$5.47M
3 +$5.31M
4
XSD icon
State Street SPDR S&P Semiconductor ETF
XSD
+$4.19M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.06M

Top Sells

1 +$4.7M
2 +$4.59M
3 +$4.56M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$4.1M
5
CVS icon
CVS Health
CVS
+$3.91M

Sector Composition

1 Technology 13.08%
2 Industrials 12.01%
3 Financials 5.59%
4 Healthcare 5.24%
5 Consumer Discretionary 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$15.4K 0.01%
100
202
$15.2K 0.01%
+550
203
$14.8K 0.01%
+101
204
$14.7K 0.01%
245
205
$14.7K 0.01%
1,250
206
$14.3K 0.01%
134
-19,531
207
$13.9K 0.01%
30
208
$13.8K 0.01%
43
-12
209
$13.6K 0.01%
25
210
$12.8K 0.01%
300
211
$12.6K ﹤0.01%
60
212
$12.2K ﹤0.01%
650
213
$12.2K ﹤0.01%
+109
214
$12.1K ﹤0.01%
298
215
$11.8K ﹤0.01%
763
+400
216
$11.5K ﹤0.01%
158
217
$11.3K ﹤0.01%
350
218
$11.3K ﹤0.01%
167
219
$11K ﹤0.01%
111
220
$10.8K ﹤0.01%
359
221
$10.3K ﹤0.01%
132
222
$10.2K ﹤0.01%
176
223
$10.2K ﹤0.01%
800
+600
224
$10.1K ﹤0.01%
194
225
$10.1K ﹤0.01%
80