RAM

Riggs Asset Management Portfolio holdings

AUM $407M
1-Year Est. Return 40.72%
This Quarter Est. Return
1 Year Est. Return
+40.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$200M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$8.61M
2
+$6.02M
3
+$4.31M
4
VOD icon
Vodafone
VOD
+$3.83M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$2M

Top Sells

1
+$6.95M
2
+$6.48M
3
+$5.34M
4
AMT icon
American Tower
AMT
+$5.04M
5
BEAV
B/E Aerospace Inc
BEAV
+$3.77M

Sector Composition

1 Financials 15.73%
2 Industrials 8.95%
3 Technology 7.62%
4 Healthcare 7.16%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.4M 5.71%
129,778
-2,856
2
$11.2M 5.59%
276,297
-8,487
3
$9.69M 4.85%
54,764
-1,776
4
$8.61M 4.31%
+97,774
5
$8.13M 4.07%
206,390
-8,475
6
$8.05M 4.03%
341,267
+4,728
7
$7.97M 3.99%
132,053
+113
8
$7.5M 3.76%
83,343
-2,030
9
$7.03M 3.52%
79,147
-3,678
10
$6.12M 3.06%
114,808
-2,569
11
$6.1M 3.05%
79,314
-2,887
12
$6.02M 3.02%
+209,516
13
$5.77M 2.89%
129,029
-2,631
14
$5.71M 2.86%
211,788
-4,058
15
$5.56M 2.78%
20,766
-289
16
$5.29M 2.65%
147,408
-2,392
17
$5.25M 2.63%
21,959
+3,287
18
$5.18M 2.6%
187,770
-5,023
19
$4.67M 2.34%
36,422
-1,316
20
$4.59M 2.3%
46,806
-2,030
21
$4.31M 2.16%
+76,652
22
$3.98M 1.99%
24,232
+2,532
23
$3.83M 1.92%
145,054
+145,052
24
$3.74M 1.87%
29,617
-1,187
25
$3.33M 1.67%
203,413
-5,161
1
2 3 4 5