RIG

Ramiah Investment Group Portfolio holdings

AUM $101M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$33.4M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.34M
3
+$1.18M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$853K
5
HBAN icon
Huntington Bancshares
HBAN
+$725K

Top Sells

1
+$1.26M
2
+$997K
3
+$808K
4
TFC icon
Truist Financial
TFC
+$788K
5
USB icon
US Bancorp
USB
+$771K

Sector Composition

1 Financials 11.44%
2 Healthcare 2.68%
3 Technology 2.13%
4 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$219K 0.65%
11,503
-432
27
$217K 0.65%
+20,933
28
$215K 0.64%
10,700
-710
29
– –
-12,630
30
– –
-11,111
31
– –
-18,395
32
– –
-13,295
33
– –
-18,099
34
– –
-19,126
35
– –
-10,169
1
2