We are live on
!
Find out more
RIG
Ramiah Investment Group Portfolio holdings
AUM
$131M
1-Year Est. Return
20.75%
This Fund
S&P 500
This Quarter
Est. Return
+6.54%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$98M
Cap. Flow
% of AUM
96.71%
Top 10 Holdings %
Top 10 Hldgs %
65.39%
Holding
72
New
72
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$12.6M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$11.1M |
| 3 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$8.05M |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$8.03M |
| 5 |
iShares US Real Estate ETF
IYR
|
+$7.58M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 6.08% |
| 2 | Technology | 0.99% |
| 3 | Healthcare | 0.8% |
| 4 | Consumer Staples | 0.55% |
| 5 | Communication Services | 0.46% |
Similar funds
EWP
SPWM
LC
CF
ADEF
A
AC
CIP
Ramiah Investment Group's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Ramiah Investment Group, which disclosed 72 positions worth $101M. Its ten largest holdings account for 65% of the portfolio.
Its largest position is Invesco QQQ Trust: 63,117 shares worth $13.4M.
By sector, the portfolio is most concentrated in Financials at 6.1% of assets, followed by Technology and Healthcare.
- Ramiah Investment Group's largest Q4 2019 buy was Invesco QQQ Trust: 63,117 shares worth $13.4M.
- Ramiah Investment Group's ten largest holdings make up 65% of its $101M portfolio in Q4 2019.
- Ramiah Investment Group disclosed 72 positions in Q4 2019, its first 13F filing on record.
Based on Ramiah Investment Group's 13F filing for Q4 2019, filed 27 May 2026.