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
$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
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
1
$17.4M 4.64%
430,064
+6,864
2
$16.6M 4.43%
68,958
-934
3
$14.2M 3.79%
103,309
+166
4
$13.9M 3.71%
180,149
+4,198
5
$12.8M 3.41%
50,677
+238
6
$11.5M 3.07%
184,702
+2,849
7
$11.2M 2.99%
50,764
+42,544
8
$10M 2.67%
208,559
+5,479
9
$9.5M 2.54%
40,309
+131
10
$9.41M 2.51%
29,850
-4,919
11
$8.85M 2.36%
45,923
+392
12
$8.67M 2.32%
83,896
-1,658
13
$8.6M 2.3%
50,443
-942
14
$8.16M 2.18%
+325,838
15
$8.05M 2.15%
36,385
+524
16
$8M 2.14%
18,828
+379
17
$7.7M 2.06%
25,904
+373
18
$6.82M 1.82%
75,331
+427
19
$6.81M 1.82%
36,974
+476
20
$6.48M 1.73%
58,117
+209
21
$6.25M 1.67%
4,885
-47
22
$6.03M 1.61%
79,610
+714
23
$5.85M 1.56%
86,441
-788
24
$5.76M 1.54%
10,039
+169
25
$5.66M 1.51%
138,308
+1,653
1
2 3 4 5