RIG
Ramiah Investment Group Portfolio holdings
AUM
$102M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$102M
AUM Growth
+$981K
(+0.97%)
Holding
37
Top Buys
| 1 | +$1.84M | |
| 2 | +$564K | |
| 3 | +$555K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$537K |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
+$458K |
Top Sells
| 1 | +$2.42M | |
| 2 | +$1.44M | |
| 3 | +$486K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$426K |
| 5 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
+$406K |
Sector Composition
| 1 | Financials | 0.53% |
| 2 | Real Estate | 0.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.78B
| $645K | 0.63% |
15,411
+902
|
|
||
27
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.5B
| $582K | 0.57% |
29,477
+12,748
|
|
||
28
PIMCO Dynamic Income Fund
PDI
$7.62B
| $574K | 0.56% |
32,417
+6,151
|
|
||
29
Vanguard Total International Bond ETF
BNDX
$74.9B
| $555K | 0.54% |
+11,489
|
|
||
30
Regions Financial
RF
$24.7B
| $539K | 0.53% |
19,881
+108
|
|
||
31
Invesco Preferred ETF
PGX
$4.05B
| $467K | 0.46% |
41,588
-827
|
|
||
32
BlackRock Income Trust
BKT
$359M
| $457K | 0.45% |
+41,364
|
|
||
33
BlackRock Multi-Sector Income Trust
BIT
$582M
| $453K | 0.44% |
34,650
-24
|
|
||
34
BlackRock Corporate High Yield Fund
HYT
$1.45B
| $432K | 0.42% |
48,496
-1,752
|
|
||
35
VICI Properties
VICI
$30B
| $402K | 0.39% |
14,283
+524
|
|
||
36
BlackRock Core Bond Trust
BHK
$689M
| $249K | 0.24% |
25,972
-304
|
|
||
37
iShares ESG Advanced MSCI USA ETF
USXF
$1.25B
| – | – |
-25,205
|
|