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
$133M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.1M
3
+$12M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$12M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$11.3M

Top Sells

1
+$11.7M
2
+$11.5M
3
+$11.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.9M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.9M

Sector Composition

1 Financials 5.67%
2 Consumer Discretionary 4.86%
3 Healthcare 3.39%
4 Technology 3.39%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$521K 0.39%
6,246
+487
52
$463K 0.35%
25,279
-570
53
$462K 0.35%
1,268
54
$442K 0.33%
19,827
-1,277
55
$428K 0.32%
36,476
-1,610
56
$274K 0.21%
3,092
+171
57
$271K 0.2%
4,748
-73
58
$245K 0.18%
4,879
+51
59
$217K 0.16%
+5,618
60
$212K 0.16%
3,387
61
$210K 0.16%
14,005
+847
62
$210K 0.16%
17,702
+1,079
63
$209K 0.16%
11,072
+690
64
$209K 0.16%
4,361
+117
65
$207K 0.16%
15,724
+960
66
$207K 0.16%
15,674
+967
67
$206K 0.16%
24,140
+1,486
68
$205K 0.15%
25,164
+1,549
69
$204K 0.15%
+7,882
70
$204K 0.15%
+3,330
71
$204K 0.15%
26,057
+1,608
72
$203K 0.15%
45,520
+2,789
73
$203K 0.15%
16,383
+1,003
74
$202K 0.15%
+9,131
75
$202K 0.15%
15,572
+970
1 2
3
4 5