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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.1M
3
+$8.05M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.03M
5
IYR icon
iShares US Real Estate ETF
IYR
+$7.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.08%
2 Technology 0.99%
3 Healthcare 0.8%
4 Consumer Staples 0.55%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$568K 0.56%
+6,517
27
$553K 0.55%
+8,399
28
$553K 0.55%
+2,679
29
$535K 0.53%
+9,457
30
$533K 0.53%
+9,595
31
$505K 0.5%
+2,644
32
$504K 0.5%
+10,328
33
$495K 0.49%
+14,066
34
$495K 0.49%
+3,549
35
$487K 0.48%
+6,163
36
$484K 0.48%
+23,906
37
$471K 0.47%
+27,468
38
$462K 0.46%
+14,111
39
$460K 0.45%
+7,763
40
$454K 0.45%
+8,737
41
$451K 0.45%
+11,098
42
$428K 0.42%
+8,081
43
$418K 0.41%
+21,165
44
$415K 0.41%
+16,965
45
$414K 0.41%
+27,431
46
$393K 0.39%
+35,115
47
$392K 0.39%
+15,548
48
$390K 0.38%
+7,742
49
$381K 0.38%
+17,736
50
$372K 0.37%
+5,190
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