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
$120M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$10.8M
2 +$1.87M
3 +$1.55M
4
FDX icon
FedEx
FDX
+$1.53M
5
ALGN icon
Align Technology
ALGN
+$1.48M

Top Sells

1 +$2.35M
2 +$2.1M
3 +$2.07M
4
NVDA icon
NVIDIA
NVDA
+$2.06M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.74M

Sector Composition

1 Healthcare 4.89%
2 Technology 4.66%
3 Financials 4.23%
4 Consumer Discretionary 2.29%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$929K 0.77%
2,867
-5,314
27
$926K 0.77%
6,790
-281
28
$899K 0.75%
18,450
+923
29
$872K 0.73%
2,855
+94
30
$800K 0.67%
5,118
+179
31
$735K 0.61%
2,019
+75
32
$713K 0.59%
4,963
+205
33
$712K 0.59%
7,807
+354
34
$699K 0.58%
31,927
+631
35
$687K 0.57%
1,373
-65
36
$679K 0.57%
3,053
+133
37
$667K 0.56%
24,210
+1,344
38
$661K 0.55%
9,526
+392
39
$645K 0.54%
2,361
-105
40
$626K 0.52%
8,606
+497
41
$589K 0.49%
12,280
+634
42
$578K 0.48%
16,172
-572
43
$576K 0.48%
2,507
+156
44
$560K 0.47%
3,759
-129
45
$558K 0.46%
11,969
+825
46
$553K 0.46%
31,534
+1,440
47
$527K 0.44%
17,381
-697
48
$500K 0.42%
30,128
+2,020
49
$477K 0.4%
5,759
-55
50
$471K 0.39%
25,849
+2,161