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
$106M
AUM Growth
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$784K
2
+$706K
3
+$687K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$543K
5
UGA icon
United States Gasoline Fund
UGA
+$528K

Top Sells

1
+$1.51M
2
+$357K
3
+$353K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$350K
5
PANW icon
Palo Alto Networks
PANW
+$348K

Sector Composition

1 Healthcare 3.54%
2 Technology 2.28%
3 Consumer Discretionary 1.61%
4 Financials 1.27%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$432K 0.41%
3,404
-1,032
52
$377K 0.35%
31,294
+1,324
53
$372K 0.35%
4,503
-2
54
$371K 0.35%
5,628
-2,189
55
$364K 0.34%
18,478
+1,804
56
$333K 0.31%
5,416
-25
57
$318K 0.3%
2,615
+685
58
$221K 0.21%
5,297
-26
59
$221K 0.21%
+814
60
$218K 0.21%
8,558
+192
61
$218K 0.21%
4,263
+95
62
$217K 0.2%
+891
63
$206K 0.19%
+1,886
64
$118K 0.11%
20,638
-1,413
65
– –
-10,698
66
– –
-2,242
1 2
3