RIG

Ramiah Investment Group Portfolio holdings

AUM $99.5M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$9.55M
3
+$8.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$7.01M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$4.33M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.52%
2 Real Estate 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$610K 0.6%
+14,509
27
$521K 0.52%
+19,773
28
$520K 0.51%
+26,266
29
$492K 0.49%
+42,415
30
$477K 0.47%
+50,248
31
$464K 0.46%
+34,674
32
$449K 0.44%
+13,759
33
$330K 0.33%
+16,729
34
$261K 0.26%
+26,276
1
2