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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
$15M
AUM Growth
-$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$259K
2
+$225K
3
+$106K
4
CSGP icon
CoStar Group
CSGP
+$91.4K
5
INTU icon
Intuit
INTU
+$79.2K

Top Sells

1
+$21.3M
2
+$10.7M
3
+$7.97M
4
VB icon
Vanguard Small-Cap ETF
VB
+$7.83M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$5.03M

Sector Composition

1 Technology 24.66%
2 Healthcare 20.44%
3 Communication Services 5.94%
4 Consumer Discretionary 5.13%
5 Real Estate 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFA icon
51
iShares MSCI EAFE ETF
EFA
$77.5B
– –
-36,404
ESGU icon
52
iShares ESG Aware MSCI USA ETF
ESGU
$17.3B
– –
-12,365
EWC icon
53
iShares MSCI Canada ETF
EWC
$5.71B
– –
-12,449
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$4.39T
– –
-689
HYG icon
55
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
– –
-25,213
HYT icon
56
BlackRock Corporate High Yield Fund
HYT
$1.4B
– –
-48,496
PDI icon
57
PIMCO Dynamic Income Fund
PDI
$7.52B
– –
-32,417
PGX icon
58
Invesco Preferred ETF
PGX
$3.82B
– –
-41,588
RF icon
59
Regions Financial
RF
$25B
– –
-19,881
SGOV icon
60
iShares 0-3 Month Treasury Bond ETF
SGOV
$94.8B
– –
-12,790
VB icon
61
Vanguard Small-Cap ETF
VB
$79.5B
– –
-30,355
VCIT icon
62
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
– –
-25,276
VCSH icon
63
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
– –
-18,995
VEU icon
64
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
– –
-61,007
VGIT icon
65
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
– –
-20,572
VICI icon
66
VICI Properties
VICI
$30.7B
– –
-14,283
VOOV icon
67
Vanguard S&P 500 Value ETF
VOOV
$6.48B
– –
-24,547
VSGX icon
68
Vanguard ESG International Stock ETF
VSGX
$6.65B
– –
-12,934
VTI icon
69
Vanguard Total Stock Market ETF
VTI
$650B
– –
-31,903
WDC icon
70
Western Digital
WDC
$194B
– –
-1,239
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