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
$148M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$25.7M
3
+$17.9M
4
ANSS
Ansys
ANSS
+$939K
5
CFG icon
Citizens Financial Group
CFG
+$936K

Top Sells

1
+$9.14M
2
+$8.96M
3
+$8.9M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$8.84M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$8.62M

Sector Composition

1 Financials 5.42%
2 Technology 3.8%
3 Healthcare 1.4%
4 Consumer Discretionary 1.19%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$273K 0.18%
12,450
+935
52
$270K 0.18%
16,381
+1,222
53
$234K 0.16%
19,110
+346
54
$234K 0.16%
17,198
+311
55
$232K 0.16%
15,684
+277
56
$231K 0.16%
10,610
+212
57
$230K 0.16%
16,658
+310
58
$230K 0.16%
19,922
+357
59
$229K 0.15%
19,393
+368
60
$229K 0.15%
18,845
+335
61
$228K 0.15%
27,307
-482
62
$226K 0.15%
26,659
+629
63
$226K 0.15%
+3,549
64
$219K 0.15%
14,598
+526
65
$217K 0.15%
24,782
+942
66
$210K 0.14%
5,675
+24
67
$172K 0.12%
11,480
+77
68
$96.9K 0.07%
12,064
-202
69
$96.5K 0.07%
18,555
+383
70
$95.8K 0.06%
14,996
+23
71
$93.2K 0.06%
8,975
+447
72
$92.7K 0.06%
16,917
+1,381
73
– –
-8,440
74
– –
-36,151
75
– –
-14,002
1 2
3
4