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
$133M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.1M
3
+$12M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$12M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$11.3M

Top Sells

1
+$11.7M
2
+$11.5M
3
+$11.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.9M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.9M

Sector Composition

1 Financials 5.67%
2 Consumer Discretionary 4.86%
3 Healthcare 3.39%
4 Technology 3.39%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$885K 0.67%
10,540
+1,934
27
$879K 0.66%
23,475
-735
28
$874K 0.66%
17,973
-477
29
$862K 0.65%
15,577
+3,608
30
$849K 0.64%
+13,868
31
$840K 0.63%
14,410
+2,130
32
$818K 0.61%
+8,775
33
$792K 0.6%
3,182
+675
34
$791K 0.59%
33,977
+2,050
35
$791K 0.59%
+8,505
36
$778K 0.58%
5,679
-1,111
37
$766K 0.58%
+4,100
38
$758K 0.57%
+20,926
39
$755K 0.57%
3,562
+509
40
$750K 0.56%
5,542
+579
41
$747K 0.56%
+7,470
42
$743K 0.56%
+2,999
43
$736K 0.55%
8,801
+994
44
$733K 0.55%
+3,412
45
$726K 0.55%
+9,876
46
$695K 0.52%
2,508
-347
47
$618K 0.46%
9,195
-331
48
$610K 0.46%
6,709
+3,757
49
$534K 0.4%
29,659
-1,875
50
$522K 0.39%
28,759
-1,369
1
2
3 4 5