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RIG
Ramiah Investment Group Portfolio holdings
AUM
$131M
1-Year Est. Return
20.75%
This Fund
S&P 500
This Quarter
Est. Return
+6.01%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$113M
AUM Growth
+$20M
(+22%)
Cap. Flow
+$14.8M
Cap. Flow
% of AUM
13.14%
Top 10 Holdings %
Top 10 Hldgs %
62.91%
Holding
61
New
3
Increased
37
Reduced
20
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$7.48M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.79M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$2.47M |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$2.32M |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
+$2.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$7.68M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$7.37M |
| 3 |
MHI
Pioneer Municipal High Income Fund
MHI
|
+$112K |
| 4 |
Meta Platforms (Facebook)
META
|
+$106K |
| 5 |
Intuit
INTU
|
+$79.3K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.42% |
| 2 | Healthcare | 2.67% |
| 3 | Communication Services | 1.07% |
| 4 | Consumer Discretionary | 0.89% |
| 5 | Real Estate | 0.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vertex Pharmaceuticals
VRTX
$123B
| $380K | 0.34% |
970
+77
| +9% | +$32.2K |
|
52
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.88B
| $372K | 0.33% |
4,793
-121
| -2% | -$9.2K |
|
53
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
| $372K | 0.33% |
6,544
-61
| -0.9% | -$3.4K |
|
54
NVIDIA
NVDA
$5.31T
| $370K | 0.33% |
1,984
-197
| -9% | -$34.3K |
|
55
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
| $330K | 0.29% |
16,729
-31
| -0.2% | -$610 |
|
56
BlackRock Core Bond Trust
BHK
$654M
| $261K | 0.23% |
26,276
+1,452
| +6% | +$14.1K |
|
57
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.91B
| $260K | 0.23% |
5,768
-1,069
| -16% | -$46.4K |
|
58
Visa
V
$688B
| $246K | 0.22% |
+722
| New | +$250K |
|
59
JetBlue
JBLU
$2.4B
| $152K | 0.13% |
+30,911
| New | +$148K |
|
|
EIM
60
Eaton Vance Municipal Bond Fund
EIM
$493M
| $100K | 0.09% |
10,057
-1,395
| -12% | -$13.6K |
|
|
MHI
61
DELISTED
Pioneer Municipal High Income Fund
MHI
| – | – |
-12,201
| Closed | -$112K |
|
Similar funds
EWP
SPWM
CF
ADEF
A
AC
CIP
ACM
Ramiah Investment Group's Q3 2025 Portfolio in Review
As of Q3 2025, Ramiah Investment Group held 61 positions worth $113M, up 22% from $92.9M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
Ramiah Investment Group deployed $14.8M of net new capital in Q3 2025, opening 3 new positions and adding to 37 existing holdings. Its largest new stake was Vanguard ESG International Stock ETF: 10,405 shares worth $722K.
By sector, the portfolio is most concentrated in Technology at 3.4% of assets, down from 4.4% a quarter earlier, followed by Healthcare and Communication Services.
On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $7.68M trimmed.
- Ramiah Investment Group's largest Q3 2025 buy was Vanguard ESG International Stock ETF: 10,405 shares worth $722K.
- Ramiah Investment Group added most to State Street SPDR S&P 500 ETF Trust in Q3 2025, an estimated $7.48M increase.
- Ramiah Investment Group's biggest Q3 2025 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $7.68M.
- Ramiah Investment Group fully exited Pioneer Municipal High Income Fund in Q3 2025, selling an estimated $112K.
- Ramiah Investment Group's ten largest holdings make up 63% of its $113M portfolio in Q3 2025.
- Ramiah Investment Group opened 3 new positions and closed 1 in Q3 2025.
- Ramiah Investment Group's portfolio value rose 22% quarter-over-quarter to $113M.
Based on Ramiah Investment Group's 13F filing for Q3 2025, filed 23 Oct 2025.