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
$139M
AUM Growth
-$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1 +$9.57M
2 +$9.32M
3 +$2.22M
4
NET icon
Cloudflare
NET
+$1.73M
5
MRNA icon
Moderna
MRNA
+$1.67M

Top Sells

1 +$3.97M
2 +$3.51M
3 +$3.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.34M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.22M

Sector Composition

1 Technology 6.38%
2 Healthcare 4.7%
3 Financials 4.54%
4 Consumer Discretionary 3.41%
5 Energy 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$690K 0.49%
3,244
+75
52
$665K 0.48%
+12,029
53
$653K 0.47%
8,440
-28
54
$640K 0.46%
3,526
+92
55
$584K 0.42%
31,189
+4,474
56
$561K 0.4%
31,591
+4,049
57
$532K 0.38%
29,063
+2,529
58
$481K 0.34%
22,750
+4,269
59
$477K 0.34%
39,127
+5,208
60
$408K 0.29%
1,034
-234
61
$299K 0.21%
7,661
+928
62
$294K 0.21%
4,764
+656
63
$256K 0.18%
11,515
+1,573
64
$255K 0.18%
11,663
+1,552
65
$251K 0.18%
15,159
+1,229
66
$230K 0.17%
15,407
+1,106
67
$230K 0.16%
23,840
+1,587
68
$228K 0.16%
+10,398
69
$228K 0.16%
18,764
+2,064
70
$227K 0.16%
+18,510
71
$227K 0.16%
+19,565
72
$226K 0.16%
26,030
+1,433
73
$226K 0.16%
+19,025
74
$226K 0.16%
+16,348
75
$226K 0.16%
+16,887