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
$374M
AUM Growth
+$8.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$8.16M
3
+$4.9M
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$4.33M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4M

Top Sells

1
+$8.43M
2
+$5.65M
3
+$5.59M
4
NEM icon
Newmont
NEM
+$5.4M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$4.38M

Sector Composition

1 Technology 19.49%
2 Financials 8.48%
3 Consumer Discretionary 7.61%
4 Industrials 5.75%
5 Communication Services 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$20.1K 0.01%
+750
202
$20.1K 0.01%
+32
203
$20K 0.01%
38
204
$20K 0.01%
4
205
$19.9K 0.01%
80
206
$19.7K 0.01%
216
-636
207
$19.5K 0.01%
758
208
$19.2K 0.01%
147
+2
209
$19.1K 0.01%
300
210
$19.1K 0.01%
206
211
$18.9K 0.01%
146
212
$18.8K 0.01%
361
213
$18.6K 0.01%
109
214
$18.6K 0.01%
108
215
$18.5K ﹤0.01%
+550
216
$18.1K ﹤0.01%
500
217
$18K ﹤0.01%
206
+6
218
$18K ﹤0.01%
71
219
$17.8K ﹤0.01%
196
220
$17.7K ﹤0.01%
1,983
221
$17.4K ﹤0.01%
25
-8,119
222
$16.9K ﹤0.01%
100
223
$16.8K ﹤0.01%
400
224
$16.1K ﹤0.01%
292
-219
225
$16K ﹤0.01%
1,000
7 8
9
10 11