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RIG

Ramiah Investment Group Portfolio holdings

AUM $131M
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
+21.46%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$94.7M
AUM Growth
+$38.4M
Cap. Flow
+$26.6M
Cap. Flow %
28.06%
Top 10 Hldgs %
57.93%
Holding
95
New
22
Increased
41
Reduced
15
Closed
17

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$6.77M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.78M
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$5.59M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.14M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.12M

Top Sells

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$917K
2
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$564K
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$519K
4
SNPS icon
Synopsys
SNPS
+$442K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$356K

Sector Composition

Rank Sector Weight
1 Technology 6.98%
2 Healthcare 5.96%
3 Financials 5.11%
4 Communication Services 1.25%
5 Materials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HYLS icon
26
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
$737K 0.78%
16,088
+5,893
+58% +$268K
ABMD
27
DELISTED
Abiomed Inc
ABMD
$728K 0.77%
3,015
+38
+1% +$7.63K
CDNS icon
28
Cadence Design Systems
CDNS
$93.6B
$683K 0.72%
7,114
+98
+1% +$8.2K
ADSK icon
29
Autodesk
ADSK
$49.5B
$661K 0.7%
2,762
+64
+2% +$12.6K
VGIT icon
30
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$651K 0.69%
9,228
+1,505
+19% +$106K
ADBE icon
31
Adobe
ADBE
$99.5B
$637K 0.67%
1,464
+31
+2% +$11.5K
EA icon
32
Electronic Arts
EA
$53B
$629K 0.66%
4,761
+192
+4% +$22.7K
BCI icon
33
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.95B
$574K 0.61%
31,431
+4,800
+18% +$85.1K
ANSS
34
DELISTED
Ansys
ANSS
$567K 0.6%
1,943
+51
+3% +$13.6K
ALGN icon
35
Align Technology
ALGN
$12.1B
$566K 0.6%
2,061
+126
+7% +$28.4K
META icon
36
Meta Platforms (Facebook)
META
$1.42T
$560K 0.59%
2,465
+69
+3% +$14.4K
AMGN icon
37
Amgen
AMGN
$208B
$555K 0.59%
+2,352
New +$537K
ALXN
38
DELISTED
Alexion Pharmaceuticals
ALXN
$552K 0.58%
4,915
+182
+4% +$19.3K
CRM icon
39
Salesforce
CRM
$151B
$549K 0.58%
2,931
+110
+4% +$18.5K
CWB icon
40
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$528K 0.56%
8,725
-672
-7% -$36.8K
SIVB
41
DELISTED
SVB Financial Group
SIVB
$519K 0.55%
2,409
+150
+7% +$28.9K
EW icon
42
Edwards Lifesciences
EW
$49.6B
$519K 0.55%
+7,508
New +$534K
STT icon
43
State Street
STT
$50.6B
$510K 0.54%
8,032
-86
-1% -$5.19K
FITB
44
Fifth Third Bancorp
FITB
$51.2B
$436K 0.46%
22,598
+2,653
+13% +$49.2K
TFC icon
45
Truist Financial
TFC
$63.3B
$427K 0.45%
11,381
+1,008
+10% +$36.3K
CFG icon
46
Citizens Financial Group
CFG
$30.3B
$424K 0.45%
16,792
+2,029
+14% +$46K
BAC icon
47
Bank of America
BAC
$435B
$422K 0.45%
17,758
+2,004
+13% +$47.4K
PNC icon
48
PNC Financial Services
PNC
$99.7B
$411K 0.43%
3,907
+446
+13% +$47K
DSL
49
DoubleLine Income Solutions Fund
DSL
$1.22B
$404K 0.43%
26,316
+6,934
+36% +$96.1K
USB icon
50
US Bancorp
USB
$98.2B
$403K 0.43%
10,951
+1,107
+11% +$39.4K
1
2
3 4

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Ramiah Investment Group's Q2 2020 Portfolio in Review

As of Q2 2020, Ramiah Investment Group held 95 positions worth $94.7M, up 68% from $56.4M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Ramiah Investment Group deployed $26.6M of net new capital in Q2 2020, opening 22 new positions and adding to 41 existing holdings. Its largest new stake was Regeneron Pharmaceuticals: 2,009 shares worth $1.25M.

By sector, the portfolio is most concentrated in Technology at 7% of assets, up from 4.7% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, an estimated $269K trimmed.

  • Ramiah Investment Group's largest Q2 2020 buy was Regeneron Pharmaceuticals: 2,009 shares worth $1.25M.
  • Ramiah Investment Group added most to Invesco QQQ Trust in Q2 2020, an estimated $6.77M increase.
  • Ramiah Investment Group's biggest Q2 2020 reduction was State Street SPDR Dow Jones Industrial Average ETF Trust, cutting an estimated $269K.
  • Ramiah Investment Group fully exited Vanguard Real Estate ETF in Q2 2020, selling an estimated $917K.
  • Ramiah Investment Group's ten largest holdings make up 58% of its $94.7M portfolio in Q2 2020.
  • Ramiah Investment Group opened 22 new positions and closed 17 in Q2 2020.
  • Ramiah Investment Group's portfolio value rose 68% quarter-over-quarter to $94.7M.

Based on Ramiah Investment Group's 13F filing for Q2 2020, filed 29 May 2026.