RIG

Ramiah Investment Group Portfolio holdings

AUM $15M
1-Year Est. Return 6.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$784K
2 +$706K
3 +$687K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$543K
5
UGA icon
United States Gasoline Fund
UGA
+$528K

Top Sells

1 +$1.51M
2 +$357K
3 +$353K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$350K
5
PANW icon
Palo Alto Networks
PANW
+$348K

Sector Composition

1 Healthcare 3.54%
2 Technology 2.28%
3 Consumer Discretionary 1.61%
4 Financials 1.27%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$829K 0.78%
13,470
+798
27
$716K 0.67%
4,250
-650
28
$711K 0.67%
35,053
+4,081
29
$700K 0.66%
+7,158
30
$679K 0.64%
67,448
+5,965
31
$675K 0.64%
16,140
-108
32
$630K 0.59%
1,100
-406
33
$627K 0.59%
48,297
+4,428
34
$575K 0.54%
2,100
-537
35
$569K 0.54%
3,195
-1,878
36
$565K 0.53%
16,975
-8,527
37
$561K 0.53%
24,060
-13,273
38
$558K 0.53%
3,768
-1,680
39
$522K 0.49%
7,902
-5,089
40
$522K 0.49%
3,134
-542
41
$520K 0.49%
2,044
-226
42
$510K 0.48%
2,984
-2,070
43
$502K 0.47%
3,501
-1,977
44
$495K 0.47%
797
-373
45
$495K 0.47%
1,535
-1,079
46
$491K 0.46%
467
-321
47
$480K 0.45%
1,032
-728
48
$446K 0.42%
3,925
-1,606
49
$439K 0.41%
4,780
-16
50
$437K 0.41%
2,254
-1,282