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
$140M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.04M
3
+$1.99M
4
NUE icon
Nucor
NUE
+$1.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$1.84M
2
+$1.6M
3
+$1.32M
4
PARA
Paramount Global Class B
PARA
+$1.12M
5
FCX icon
Freeport-McMoran
FCX
+$1.05M

Sector Composition

1 Consumer Discretionary 4.71%
2 Financials 4.71%
3 Healthcare 3.48%
4 Technology 3.45%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$969K 0.69%
13,803
-65
27
$960K 0.69%
16,844
+1,267
28
$942K 0.67%
4,106
+6
29
$911K 0.65%
1,637
-2,885
30
$911K 0.65%
8,794
-7
31
$897K 0.64%
23,463
-12
32
$866K 0.62%
3,545
-17
33
$865K 0.62%
10,512
-28
34
$823K 0.59%
2,985
-14
35
$822K 0.59%
7,480
+10
36
$817K 0.59%
20,870
-56
37
$808K 0.58%
8,468
-37
38
$796K 0.57%
14,351
-59
39
$794K 0.57%
5,522
-20
40
$793K 0.57%
8,055
+1,346
41
$776K 0.56%
5,672
-7
42
$772K 0.55%
3,169
-13
43
$766K 0.55%
8,750
-25
44
$739K 0.53%
32,284
-37,506
45
$731K 0.52%
9,405
-471
46
$730K 0.52%
2,500
-8
47
$728K 0.52%
8,091
+4,999
48
$692K 0.5%
3,434
+22
49
$685K 0.49%
12,002
+7,254
50
$683K 0.49%
14,071
-3,902
1
2
3 4