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
$94.7M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$5.78M
3
+$5.59M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.14M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.12M

Top Sells

1
+$917K
2
+$564K
3
+$519K
4
SNPS icon
Synopsys
SNPS
+$442K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$356K

Sector Composition

1 Technology 6.98%
2 Healthcare 5.96%
3 Financials 5.11%
4 Communication Services 1.25%
5 Materials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$394K 0.42%
21,294
+9,546
52
$387K 0.41%
5,736
-1,264
53
$364K 0.38%
25,254
+3,322
54
$361K 0.38%
35,528
+1,384
55
$360K 0.38%
19,536
+4,388
56
$359K 0.38%
+1,268
57
$333K 0.35%
4,422
-978
58
$311K 0.33%
7,210
-1,920
59
$289K 0.3%
5,244
-1,162
60
$263K 0.28%
+21,876
61
$261K 0.28%
+21,934
62
$261K 0.28%
+24,962
63
$261K 0.28%
+35,546
64
$257K 0.27%
+2,617
65
$249K 0.26%
+29,981
66
$240K 0.25%
+58,956
67
$228K 0.24%
+20,229
68
$224K 0.24%
30,955
+7,039
69
$223K 0.24%
16,698
+1,785
70
$223K 0.24%
28,707
+2,790
71
$222K 0.23%
18,722
+1,466
72
$219K 0.23%
18,649
+1,508
73
$183K 0.19%
11,879
-1,258
74
$144K 0.15%
13,520
-7,560
75
$126K 0.13%
+22,330
1 2
3
4