RIG
Ramiah Investment Group Portfolio holdings
AUM
$91.7M
This Quarter Return
-0.64%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$91.7M
AUM Growth
–
Cap. Flow
+$91.7M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
86.88%
Holding
27
New
27
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
VanEck IG Floating Rate ETF
FLTR
|
$44.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$9M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$6.96M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$5.42M |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
$3.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Real Estate | 0.6% |
| 2 | Financials | 0.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$3.98B
| $348K | 0.38% |
+17,744
| New | +$348K |
|
27
BlackRock Core Bond Trust
BHK
$694M
| $275K | 0.3% |
+25,302
| New | +$275K |
|