RAM
Riggs Asset Management Portfolio holdings
AUM
$407M
1-Year Return
40.72%
This Quarter Return
+13.78%
1 Year Return
+40.72%
3 Year Return
+131.25%
5 Year Return
+231.61%
10 Year Return
+537.25%
AUM
$315M
AUM Growth
+$33.8M
(+12%)
Cap. Flow
+$2.71M
Cap. Flow
% of AUM
0.86%
Top 10 Holdings %
Top 10 Hldgs %
34.4%
Holding
472
New
58
Increased
64
Reduced
79
Closed
50
Top Buys
| 1 |
Global X Uranium ETF
URA
|
$5.54M |
| 2 |
Novo Nordisk
NVO
|
$4.79M |
| 3 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$4.67M |
| 4 |
Global X US Infrastructure Development ETF
PAVE
|
$4.25M |
| 5 |
Vanguard Growth ETF
VUG
|
$3.28M |
Top Sells
| 1 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$8.06M |
| 2 |
iShares MSCI Japan ETF
EWJ
|
$5.41M |
| 3 |
iShares Latin America 40 ETF
ILF
|
$4.88M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$3.4M |
| 5 |
Charles Schwab
SCHW
|
$3.05M |
Sector Composition
| 1 | Technology | 19.83% |
| 2 | Consumer Discretionary | 6.48% |
| 3 | Industrials | 5.4% |
| 4 | Financials | 5.18% |
| 5 | Healthcare | 3.5% |
