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RIG

Ramiah Investment Group Portfolio holdings

AUM $131M
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
+6.11%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$148M
AUM Growth
+$8.72M
Cap. Flow
+$5.31M
Cap. Flow %
3.58%
Top 10 Hldgs %
74.15%
Holding
95
New
11
Increased
47
Reduced
14
Closed
23

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$26.3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$25.7M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$17.9M
4
ANSS
Ansys
ANSS
+$939K
5
CFG icon
Citizens Financial Group
CFG
+$936K

Top Sells

Rank Stock Value
1
IYM icon
iShares US Basic Materials ETF
IYM
+$9.14M
2
IYR icon
iShares US Real Estate ETF
IYR
+$8.96M
3
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$8.9M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$8.84M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$8.62M

Sector Composition

Rank Sector Weight
1 Financials 5.42%
2 Technology 3.8%
3 Healthcare 1.4%
4 Consumer Discretionary 1.19%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FITB
26
Fifth Third Bancorp
FITB
$51.7B
$913K 0.62%
20,974
-1,887
-8% -$82.5K
PNC icon
27
PNC Financial Services
PNC
$101B
$893K 0.6%
+4,455
New +$907K
PTC icon
28
PTC
PTC
$16.4B
$891K 0.6%
+7,356
New +$886K
JPM icon
29
JPMorgan Chase
JPM
$939B
$878K 0.59%
+5,544
New +$910K
ADSK icon
30
Autodesk
ADSK
$51.5B
$877K 0.59%
3,120
+560
+22% +$163K
BIV icon
31
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$875K 0.59%
9,990
+790
+9% +$70.1K
SCHH icon
32
Schwab US REIT ETF
SCHH
$11.5B
$868K 0.59%
32,950
-458
-1% -$11.3K
SIVB
33
DELISTED
SVB Financial Group
SIVB
$851K 0.57%
1,255
-265
-17% -$187K
TFC icon
34
Truist Financial
TFC
$63.5B
$846K 0.57%
14,441
-243
-2% -$14.8K
RF icon
35
Regions Financial
RF
$26.8B
$839K 0.57%
+38,477
New +$880K
EBAY icon
36
eBay
EBAY
$49.4B
$838K 0.57%
12,597
-1,175
-9% -$83.9K
ADBE icon
37
Adobe
ADBE
$104B
$810K 0.55%
+1,429
New +$893K
BNDX icon
38
Vanguard Total International Bond ETF
BNDX
$82B
$809K 0.55%
14,671
+1,038
+8% +$59K
VGIT icon
39
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.5B
$760K 0.51%
11,436
+1,008
+10% +$67.6K
VTWO icon
40
Vanguard Russell 2000 ETF
VTWO
$17.5B
$754K 0.51%
+8,397
New +$767K
HYLS icon
41
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
$750K 0.51%
15,678
+370
+2% +$17.7K
QQQM icon
42
Invesco NASDAQ 100 ETF
QQQM
$97.6B
$749K 0.51%
+4,581
New +$727K
DSL
43
DoubleLine Income Solutions Fund
DSL
$1.22B
$604K 0.41%
37,464
+5,873
+19% +$100K
BKT icon
44
BlackRock Income Trust
BKT
$331M
$599K 0.4%
35,361
+6,298
+22% +$112K
BIT icon
45
BlackRock Multi-Sector Income Trust
BIT
$700M
$576K 0.39%
31,747
+558
+2% +$10.4K
HYT icon
46
BlackRock Corporate High Yield Fund
HYT
$1.37B
$506K 0.34%
40,986
+1,859
+5% +$22.6K
VOO icon
47
Vanguard S&P 500 ETF
VOO
$987B
$493K 0.33%
1,130
+96
+9% +$40.5K
ESML icon
48
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.84B
$307K 0.21%
7,614
-47
-0.6% -$1.9K
VSGX icon
49
Vanguard ESG International Stock ETF
VSGX
$6.5B
$298K 0.2%
4,805
+41
+0.9% +$2.57K
BSCR icon
50
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
$273K 0.18%
12,659
+996
+9% +$21.5K
1
2
3 4

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SPWM
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LC
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CF
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ADEF
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A
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CIP
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Ramiah Investment Group's Q4 2021 Portfolio in Review

As of Q4 2021, Ramiah Investment Group held 95 positions worth $148M, up 6.3% from $139M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Ramiah Investment Group deployed $5.31M of net new capital in Q4 2021, opening 11 new positions and adding to 47 existing holdings. Its largest new stake was Ansys: 2,444 shares worth $980K.

By sector, the portfolio is most concentrated in Financials at 5.4% of assets, up from 4.5% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was SVB Financial Group, an estimated $187K trimmed.

  • Ramiah Investment Group's largest Q4 2021 buy was Ansys: 2,444 shares worth $980K.
  • Ramiah Investment Group added most to State Street SPDR S&P 500 ETF Trust in Q4 2021, an estimated $26.3M increase.
  • Ramiah Investment Group's biggest Q4 2021 reduction was SVB Financial Group, cutting an estimated $187K.
  • Ramiah Investment Group fully exited iShares US Basic Materials ETF in Q4 2021, selling an estimated $9.14M.
  • Ramiah Investment Group's ten largest holdings make up 74% of its $148M portfolio in Q4 2021.
  • Ramiah Investment Group opened 11 new positions and closed 23 in Q4 2021.
  • Ramiah Investment Group's portfolio value rose 6.3% quarter-over-quarter to $148M.

Based on Ramiah Investment Group's 13F filing for Q4 2021, filed 29 May 2026.