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
$139M
AUM Growth
-$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$9.32M
3
+$2.22M
4
NET icon
Cloudflare
NET
+$1.73M
5
MRNA icon
Moderna
MRNA
+$1.67M

Top Sells

1
+$3.97M
2
+$3.51M
3
+$3.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.34M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.22M

Sector Composition

1 Technology 6.38%
2 Healthcare 4.7%
3 Financials 4.54%
4 Consumer Discretionary 3.41%
5 Energy 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.91%
45,222
+1,965
27
$1.07M 0.76%
12,939
-1,855
28
$987K 0.71%
8,716
-78
29
$983K 0.7%
1,520
-117
30
$978K 0.7%
16,447
-397
31
$970K 0.7%
22,861
-602
32
$959K 0.69%
13,772
-31
33
$958K 0.69%
3,533
-12
34
$943K 0.68%
4,082
-24
35
$928K 0.67%
7,455
-25
36
$908K 0.65%
10,712
+200
37
$906K 0.65%
3,026
+41
38
$861K 0.62%
14,684
+333
39
$858K 0.62%
8,716
+661
40
$856K 0.61%
19,901
-969
41
$852K 0.61%
8,975
+225
42
$848K 0.61%
5,601
-71
43
$823K 0.59%
9,200
+1,109
44
$783K 0.56%
5,504
-18
45
$777K 0.56%
13,633
+1,631
46
$763K 0.55%
33,408
+1,124
47
$738K 0.53%
15,308
+1,237
48
$730K 0.52%
2,560
+60
49
$704K 0.51%
10,428
+614
50
$704K 0.5%
9,374
-31
1
2
3 4