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
$252M
AUM Growth
+$9.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$6.44M
2
+$5.43M
3
+$4.64M
4
PANW icon
Palo Alto Networks
PANW
+$4.35M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$3.87M

Top Sells

1
+$5.46M
2
+$5.43M
3
+$5.16M
4
GLD icon
SPDR Gold Trust
GLD
+$4.63M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$4M

Sector Composition

1 Technology 14.24%
2 Industrials 10.99%
3 Healthcare 8.93%
4 Consumer Discretionary 7.47%
5 Energy 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.2M 5.25%
183,783
-1,110
2
$8.75M 3.47%
63,320
+831
3
$8.4M 3.33%
167,161
-79,645
4
$7.35M 2.91%
122,253
-13,086
5
$6.74M 2.67%
292,287
+10,182
6
$6.59M 2.61%
104,133
+34,107
7
$6.46M 2.56%
36,379
-54
8
$6.44M 2.55%
+73,878
9
$6M 2.38%
57,163
+802
10
$5.69M 2.25%
77,241
+73,748
11
$5.23M 2.07%
123,137
-32
12
$5.17M 2.05%
22,405
+188
13
$5.04M 2%
52,790
+848
14
$5.02M 1.99%
248,636
-5,318
15
$4.95M 1.96%
43,764
+160
16
$4.93M 1.95%
134,833
+509
17
$4.91M 1.95%
40,555
+1,178
18
$4.77M 1.89%
20,484
+7,997
19
$4.67M 1.85%
9,248
+9,194
20
$4.63M 1.84%
22,746
+199
21
$4.56M 1.81%
33,973
+528
22
$4.53M 1.79%
55,298
+476
23
$4.37M 1.73%
21,019
-4,553
24
$4.35M 1.73%
+53,126
25
$4.32M 1.71%
44,904
+924
1
2 3 4 5