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
$92M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.1M
3
+$6.71M
4
SLV icon
iShares Silver Trust
SLV
+$5.97M
5
UGA icon
United States Gasoline Fund
UGA
+$5.73M

Top Sells

1
+$7.89M
2
+$7.54M
3
+$7.49M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.06M

Sector Composition

1 Financials 5.44%
2 Technology 0.76%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$710K 0.77%
36,680
+1,619
27
$704K 0.76%
12,024
+1,787
28
$622K 0.68%
+10,101
29
$593K 0.64%
14,276
+138
30
$579K 0.63%
+11,732
31
$518K 0.56%
+20,614
32
$514K 0.56%
54,490
+2,817
33
$489K 0.53%
12,870
+296
34
$483K 0.53%
26,927
+2,047
35
$460K 0.5%
37,576
-18,958
36
$272K 0.3%
24,967
+1,342
37
$262K 0.28%
13,472
+352
38
– –
-10,876
39
– –
-51,125
40
– –
-103,208
41
– –
-10,274
42
– –
-97,159
43
– –
-110,258
44
– –
-12,369
45
– –
-38,916
46
– –
-48,386
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