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RIG

Ramiah Investment Group Portfolio holdings

AUM $15M
1-Year Est. Return 6.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$259K
2
+$225K
3
+$106K
4
CSGP icon
CoStar Group
CSGP
+$91.4K
5
INTU icon
Intuit
INTU
+$79.2K

Top Sells

1
+$21.3M
2
+$10.7M
3
+$7.97M
4
VB icon
Vanguard Small-Cap ETF
VB
+$7.83M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$5.03M

Sector Composition

1 Technology 24.66%
2 Healthcare 20.44%
3 Communication Services 5.94%
4 Consumer Discretionary 5.13%
5 Real Estate 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGLT icon
26
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$331K 2.21%
5,972
-279
WDAY icon
27
Workday
WDAY
$32.3B
$306K 2.04%
2,356
+479
CSGP icon
28
CoStar Group
CSGP
$13.4B
$291K 1.94%
7,217
+1,755
ESML icon
29
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.46B
$288K 1.93%
6,130
-1,031
BMY icon
30
Bristol-Myers Squibb
BMY
$117B
$243K 1.62%
4,008
-202
MO icon
31
Altria Group
MO
$120B
$237K 1.58%
3,595
+99
EXEL icon
32
Exelixis
EXEL
$13.4B
$225K 1.5%
+5,238
NMZ icon
33
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.22B
$114K 0.76%
11,028
+577
MUA icon
34
BlackRock MuniAssets Fund
MUA
$541M
$113K 0.75%
10,623
+571
NUV icon
35
Nuveen Municipal Value Fund
NUV
$1.89B
$112K 0.75%
12,477
-253
BSCR icon
36
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
– –
-29,477
HYLS icon
37
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.65B
– –
-15,411
LRCX icon
38
Lam Research
LRCX
$459B
– –
-1,211
MPLX icon
39
MPLX
MPLX
$57.7B
– –
-3,867
SCHH icon
40
Schwab US REIT ETF
SCHH
$10.3B
– –
-95,490
BCI icon
41
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.38B
– –
-69,094
BHK icon
42
BlackRock Core Bond Trust
BHK
$651M
– –
-25,972
BIL icon
43
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.8B
– –
-14,604
BIT icon
44
BlackRock Multi-Sector Income Trust
BIT
$717M
– –
-34,650
BKT icon
45
BlackRock Income Trust
BKT
$339M
– –
-41,364
BND icon
46
Vanguard Total Bond Market
BND
$157B
– –
-47,745
BNDX icon
47
Vanguard Total International Bond ETF
BNDX
$82B
– –
-11,489
BOND icon
48
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.03B
– –
-12,792
DSL
49
DoubleLine Income Solutions Fund
DSL
$1.26B
– –
-59,344
EEM icon
50
iShares MSCI Emerging Markets ETF
EEM
$30.1B
– –
-57,392
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