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
$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
1
$17.7M 5.18%
445,815
+589
2
$13.6M 3.97%
117,502
-493
3
$12.8M 3.72%
62,063
-21,408
4
$12.5M 3.64%
146,504
-3,826
5
$11.6M 3.4%
128,850
-30,650
6
$11.5M 3.34%
170,296
+98,065
7
$11M 3.22%
181,542
+13,902
8
$10.1M 2.94%
36,096
-82
9
$9.27M 2.7%
98,189
+1,846
10
$9.26M 2.7%
195,128
+2,880
11
$8.36M 2.44%
48,736
-2,789
12
$7.93M 2.31%
8,173
-1,505
13
$7.83M 2.28%
18,611
+1,043
14
$7.09M 2.07%
46,567
-211
15
$6.61M 1.93%
91,019
+977
16
$6.48M 1.89%
35,930
+469
17
$6.42M 1.87%
+46,778
18
$6.36M 1.86%
+108,597
19
$6.35M 1.85%
47,880
-11,870
20
$6.08M 1.77%
21,578
-83
21
$6.08M 1.77%
210,798
+4,404
22
$5.78M 1.68%
4,690
+2,492
23
$5.7M 1.66%
29,846
-9,002
24
$5.7M 1.66%
51,666
-15,995
25
$5.68M 1.66%
94,225
+4,273
1
2 3 4 5