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
$80.8M
AUM Growth
-$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.78M
3
+$1.73M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.66M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.65M

Top Sells

1
+$5.61M
2
+$5.35M
3
+$3.76M
4
EW icon
Edwards Lifesciences
EW
+$968K
5
WFC icon
Wells Fargo
WFC
+$215K

Sector Composition

1 Financials 6.16%
2 Technology 0.74%
3 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$663K 0.82%
56,534
+4,485
27
$601K 0.74%
10,237
-3,660
28
$594K 0.74%
10,274
-2,157
29
$555K 0.69%
14,138
+319
30
$446K 0.55%
51,673
+4,012
31
$443K 0.55%
38,916
+5,331
32
$430K 0.53%
24,880
+1,907
33
$423K 0.52%
12,574
+981
34
$249K 0.31%
12,369
+1,276
35
$246K 0.3%
13,120
+1,450
36
$235K 0.29%
23,625
+2,856
37
– –
-10,177
38
– –
-42,139
39
– –
-108,624
40
– –
-10,267
1
2