We are live on ! Find out more
RIG

Ramiah Investment Group Portfolio holdings

AUM $131M
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
-1.93%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$110M
AUM Growth
+$3.66M
Cap. Flow
+$6.1M
Cap. Flow %
5.56%
Top 10 Hldgs %
62.03%
Holding
68
New
4
Increased
29
Reduced
27
Closed
8

Top Buys

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.66M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.51M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.01M
4
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$717K
5
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$699K

Top Sells

Rank Stock Value
1
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$835K
2
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$834K
3
SLV icon
iShares Silver Trust
SLV
+$782K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$715K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$700K

Sector Composition

Rank Sector Weight
1 Healthcare 3.16%
2 Technology 2.07%
3 Consumer Discretionary 1.52%
4 Communication Services 0.99%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
51
Amgen
AMGN
$210B
$402K 0.37%
1,542
+7
+0.5% +$2.08K
BIIB icon
52
Biogen
BIIB
$30.8B
$381K 0.35%
2,494
+240
+11% +$40.5K
NULG icon
53
Nuveen ESG Large-Cap Growth ETF
NULG
$2.77B
$369K 0.34%
4,296
-207
-5% -$17.9K
REGN icon
54
Regeneron Pharmaceuticals
REGN
$78.3B
$345K 0.31%
484
+17
+4% +$14.3K
BHK icon
55
BlackRock Core Bond Trust
BHK
$649M
$329K 0.3%
31,440
+146
+0.5% +$1.65K
VSGX icon
56
Vanguard ESG International Stock ETF
VSGX
$6.68B
$312K 0.28%
5,495
+79
+1% +$4.67K
NULV icon
57
Nuveen ESG Large-Cap Value ETF
NULV
$2.26B
$203K 0.18%
5,144
-153
-3% -$6.35K
FLTR icon
58
VanEck IG Floating Rate ETF
FLTR
$2.97B
$201K 0.18%
7,916
-642
-8% -$16.3K
FLOT icon
59
iShares Floating Rate Bond ETF
FLOT
$10.3B
$201K 0.18%
3,948
-315
-7% -$16K
MHI
60
DELISTED
Pioneer Municipal High Income Fund
MHI
$104K 0.09%
+11,237
New +$106K
AXP icon
61
American Express
AXP
$234B
– –
-814
Closed -$221K
BLV icon
62
Vanguard Long-Term Bond ETF
BLV
$5.76B
– –
-11,100
Closed -$834K
BNDX icon
63
Vanguard Total International Bond ETF
BNDX
$82.3B
– –
-16,608
Closed -$835K
GLD icon
64
SPDR Gold Trust
GLD
$132B
– –
-891
Closed -$217K
JNK icon
65
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.92B
– –
-7,158
Closed -$700K
MFM
66
Aberdeen Municipal Income Fund
MFM
$222M
– –
-20,638
Closed -$118K
NVDA icon
67
NVIDIA
NVDA
$5.13T
– –
-2,615
Closed -$318K
TLH icon
68
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
– –
-1,886
Closed -$206K
1 2
3

Similar funds

EWP
Evergreen Wealth Partners Kalispell, Montana $131M AUM
SPWM
Schrum Private Wealth Management St. Augustine, Florida $131M AUM 18.38% 1-Year Est. Return
LC
LTG Capital Newton, Massachusetts $131M AUM 19.7% 1-Year Est. Return
CF
Collier Financial Denver, Colorado $131M AUM
ADEF
ABS Direct Equity Fund Stamford, Connecticut $131M AUM 7.53% 1-Year Est. Return
A
AFBI Miami Beach, Florida $131M AUM
AC
Aldebaran Capital Carmel, Indiana $131M AUM 34.7% 1-Year Est. Return
CIP
Castlefield Investment Partners Manchester $131M AUM

Ramiah Investment Group's Q4 2024 Portfolio in Review

As of Q4 2024, Ramiah Investment Group held 68 positions worth $110M, up 3.5% from $106M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Ramiah Investment Group deployed $6.1M of net new capital in Q4 2024, opening 4 new positions and adding to 29 existing holdings. Its largest new stake was iShares 20+ Year Treasury Bond ETF: 61,536 shares worth $5.37M.

By sector, the portfolio is most concentrated in Healthcare at 3.2% of assets, down from 3.5% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares Silver Trust, an estimated $782K trimmed.

  • Ramiah Investment Group's largest Q4 2024 buy was iShares 20+ Year Treasury Bond ETF: 61,536 shares worth $5.37M.
  • Ramiah Investment Group added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024, an estimated $2.51M increase.
  • Ramiah Investment Group's biggest Q4 2024 reduction was iShares Silver Trust, cutting an estimated $782K.
  • Ramiah Investment Group fully exited Vanguard Total International Bond ETF in Q4 2024, selling an estimated $835K.
  • Ramiah Investment Group's ten largest holdings make up 62% of its $110M portfolio in Q4 2024.
  • Ramiah Investment Group opened 4 new positions and closed 8 in Q4 2024.
  • Ramiah Investment Group's portfolio value rose 3.5% quarter-over-quarter to $110M.

Based on Ramiah Investment Group's 13F filing for Q4 2024, filed 29 May 2026.