RIG
Ramiah Investment Group Portfolio holdings
AUM
$91.7M
This Quarter Return
-3.8%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$80.8M
AUM Growth
-$7.76M
(-8.8%)
Cap. Flow
-$4.88M
Cap. Flow
% of AUM
-6.05%
Top 10 Holdings %
Top 10 Hldgs %
77.74%
Holding
40
New
–
Increased
27
Reduced
9
Closed
4
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$1.99M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.78M |
| 3 |
Vanguard S&P 500 Value ETF
VOOV
|
$1.73M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
$1.66M |
| 5 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$1.65M |
Top Sells
| 1 |
iShares US Basic Materials ETF
IYM
|
$5.61M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$5.35M |
| 3 |
Invesco QQQ Trust
QQQ
|
$3.76M |
| 4 |
Edwards Lifesciences
EW
|
$968K |
| 5 |
Wells Fargo
WFC
|
$215K |
Sector Composition
| 1 | Financials | 6.16% |
| 2 | Technology | 0.74% |
| 3 | Healthcare | 0.73% |
