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
$343M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$6.42M
3
+$6.36M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$4.36M
5
AXP icon
American Express
AXP
+$3.11M

Top Sells

1
+$4.62M
2
+$4.4M
3
+$4.07M
4
SCHW icon
Charles Schwab
SCHW
+$2.91M
5
NVDA icon
NVIDIA
NVDA
+$2.77M

Sector Composition

1 Technology 19.54%
2 Consumer Discretionary 5.82%
3 Financials 5.05%
4 Industrials 3.74%
5 Healthcare 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17.2K 0.01%
342
202
$17.1K 0.01%
109
203
$16.9K ﹤0.01%
300
204
$16.7K ﹤0.01%
176
205
$16.5K ﹤0.01%
181
-163
206
$16.3K ﹤0.01%
515
-6,251
207
$16.1K ﹤0.01%
+14,285
208
$16.1K ﹤0.01%
51
-51
209
$15.8K ﹤0.01%
1,000
210
$15.6K ﹤0.01%
80
211
$15.5K ﹤0.01%
175
212
$15.4K ﹤0.01%
768
213
$14.8K ﹤0.01%
245
214
$14.6K ﹤0.01%
601
-3,249
215
$14.6K ﹤0.01%
800
216
$14.6K ﹤0.01%
111
217
$14.5K ﹤0.01%
4
-5
218
$14.5K ﹤0.01%
68
+7
219
$14.5K ﹤0.01%
400
220
$14.4K ﹤0.01%
200
221
$14.4K ﹤0.01%
30
222
$14.3K ﹤0.01%
103
+3
223
$14.2K ﹤0.01%
9,600
224
$13.8K ﹤0.01%
305
225
$13.8K ﹤0.01%
658
+40
7 8
9
10 11