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
$92.9M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$8.54M
3
+$2.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.19M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.13M

Top Sells

1
+$44.6M
2
+$555K
3
+$489K
4
MTB icon
M&T Bank
MTB
+$458K
5
EXPE icon
Expedia Group
EXPE
+$457K

Sector Composition

1 Technology 4.35%
2 Healthcare 2.89%
3 Communication Services 1.26%
4 Consumer Discretionary 1.07%
5 Real Estate 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$691K 0.74%
936
+12
27
$634K 0.68%
805
-18
28
$580K 0.62%
13,866
-670
29
$533K 0.57%
2,300
-150
30
$529K 0.57%
22,505
+1,809
31
$522K 0.56%
27,524
+432
32
$506K 0.54%
+986
33
$505K 0.54%
7,410
+704
34
$491K 0.53%
44,135
+330
35
$485K 0.52%
1,779
+101
36
$484K 0.52%
33,133
-1,141
37
$481K 0.52%
3,009
-406
38
$478K 0.51%
49,062
-2,278
39
$474K 0.51%
+3,105
40
$471K 0.51%
+1,217
41
$468K 0.5%
5,989
-524
42
$462K 0.5%
+6,210
43
$451K 0.49%
1,949
-382
44
$430K 0.46%
13,190
-3,555
45
$426K 0.46%
+1,773
46
$424K 0.46%
+2,284
47
$417K 0.45%
5,271
+691
48
$413K 0.44%
+5,141
49
$398K 0.43%
893
-254
50
$373K 0.4%
4,914
-150
1
2
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