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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.1M
3
+$8.05M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.03M
5
IYR icon
iShares US Real Estate ETF
IYR
+$7.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.08%
2 Technology 0.99%
3 Healthcare 0.8%
4 Consumer Staples 0.55%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.35%
+22,105
52
$346K 0.34%
+3,197
53
$305K 0.3%
+4,755
54
$285K 0.28%
+21,023
55
$263K 0.26%
+20,834
56
$263K 0.26%
+19,756
57
$254K 0.25%
+23,061
58
$252K 0.25%
+17,294
59
$248K 0.25%
+20,552
60
$247K 0.24%
+19,983
61
$244K 0.24%
+13,453
62
$244K 0.24%
+30,519
63
$244K 0.24%
+17,428
64
$242K 0.24%
+15,722
65
$237K 0.23%
+15,838
66
$235K 0.23%
+18,465
67
$233K 0.23%
+27,394
68
$228K 0.23%
+18,439
69
$209K 0.21%
+10,914
70
$200K 0.2%
+13,687
71
$197K 0.19%
+16,266
72
$190K 0.19%
+15,501
1 2
3