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
$94.7M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$5.78M
3
+$5.59M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.14M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.12M

Top Sells

1
+$917K
2
+$564K
3
+$519K
4
SNPS icon
Synopsys
SNPS
+$442K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$356K

Sector Composition

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
26
$737K 0.78%
16,088
+5,893
27
$728K 0.77%
3,015
+38
28
$683K 0.72%
7,114
+98
29
$661K 0.7%
2,762
+64
30
$651K 0.69%
9,228
+1,505
31
$637K 0.67%
1,464
+31
32
$629K 0.66%
4,761
+192
33
$574K 0.61%
31,431
+4,800
34
$567K 0.6%
1,943
+51
35
$566K 0.6%
2,061
+126
36
$560K 0.59%
2,465
+69
37
$555K 0.59%
+2,352
38
$552K 0.58%
4,915
+182
39
$549K 0.58%
2,931
+110
40
$528K 0.56%
8,725
-672
41
$519K 0.55%
2,409
+150
42
$519K 0.55%
+7,508
43
$510K 0.54%
8,032
-86
44
$436K 0.46%
22,598
+2,653
45
$427K 0.45%
11,381
+1,008
46
$424K 0.45%
16,792
+2,029
47
$422K 0.45%
17,758
+2,004
48
$411K 0.43%
3,907
+446
49
$404K 0.43%
26,316
+6,934
50
$403K 0.43%
10,951
+1,107
1
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