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
$110M
AUM Growth
+$3.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$2.51M
3
+$1.01M
4
VB icon
Vanguard Small-Cap ETF
VB
+$717K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$699K

Top Sells

1
+$835K
2
+$834K
3
+$782K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$715K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$700K

Sector Composition

1 Healthcare 3.16%
2 Technology 2.07%
3 Consumer Discretionary 1.52%
4 Communication Services 0.99%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$671K 0.61%
36,583
+1,530
27
$645K 0.59%
65,779
-1,669
28
$644K 0.59%
+44,113
29
$634K 0.58%
1,895
-205
30
$632K 0.58%
+54,844
31
$620K 0.57%
3,330
-438
32
$620K 0.56%
3,025
-109
33
$616K 0.56%
14,650
-1,490
34
$579K 0.53%
989
-111
35
$576K 0.52%
2,900
-1,350
36
$530K 0.48%
843
+46
37
$525K 0.48%
7,599
-303
38
$512K 0.47%
6,914
+1,286
39
$505K 0.46%
3,454
-47
40
$504K 0.46%
2,683
-512
41
$494K 0.45%
2,716
-268
42
$492K 0.45%
20,920
-3,140
43
$479K 0.44%
6,411
-3,939
44
$477K 0.43%
8,625
-4,845
45
$475K 0.43%
3,618
+214
46
$454K 0.41%
2,179
+135
47
$451K 0.41%
23,131
+4,653
48
$447K 0.41%
15,291
-1,684
49
$430K 0.39%
4,326
+401
50
$423K 0.39%
1,051
+19
1
2
3