We are live on ! Find out more
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
$115M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$567K
3
+$560K
4
VB icon
Vanguard Small-Cap ETF
VB
+$533K
5
BKT icon
BlackRock Income Trust
BKT
+$460K

Top Sells

1
+$2.43M
2
+$1.44M
3
+$483K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$423K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$400K

Sector Composition

1 Technology 4.07%
2 Healthcare 2.9%
3 Communication Services 1.06%
4 Consumer Discretionary 0.8%
5 Real Estate 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
51
Synopsys
SNPS
$87.6B
$427K 0.37%
909
+59
NVDA icon
52
NVIDIA
NVDA
$5.08T
$408K 0.35%
2,188
+204
AAPL icon
53
Apple
AAPL
$4.35T
$403K 0.35%
+1,483
WDAY icon
54
Workday
WDAY
$32.4B
$403K 0.35%
1,877
-78
VICI icon
55
VICI Properties
VICI
$30.6B
$402K 0.35%
14,283
+524
CSGP icon
56
CoStar Group
CSGP
$13.5B
$367K 0.32%
5,462
+105
VGLT icon
57
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
$349K 0.3%
6,251
-293
PAYC icon
58
Paycom
PAYC
$6.41B
$338K 0.29%
2,120
+105
ESML icon
59
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.86B
$329K 0.29%
7,161
+1,393
BHK icon
60
BlackRock Core Bond Trust
BHK
$649M
$249K 0.22%
25,972
-304
BMY icon
61
Bristol-Myers Squibb
BMY
$115B
$227K 0.2%
+4,210
GOOGL icon
62
Alphabet (Google) Class A
GOOGL
$4.5T
$216K 0.19%
+689
WDC icon
63
Western Digital
WDC
$220B
$213K 0.19%
+1,239
LRCX icon
64
Lam Research
LRCX
$482B
$207K 0.18%
+1,211
MPLX icon
65
MPLX
MPLX
$57.7B
$206K 0.18%
+3,867
MO icon
66
Altria Group
MO
$117B
$202K 0.17%
+3,496
NUV icon
67
Nuveen Municipal Value Fund
NUV
$1.89B
$115K 0.1%
+12,730
MUA icon
68
BlackRock MuniAssets Fund
MUA
$542M
$108K 0.09%
+10,052
NMZ icon
69
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.21B
$106K 0.09%
+10,451
USXF icon
70
iShares ESG Advanced MSCI USA ETF
USXF
$1.45B
– –
-25,205
EIM
71
Eaton Vance Municipal Bond Fund
EIM
$503M
– –
-10,057
JBLU icon
72
JetBlue
JBLU
$1.99B
– –
-30,911
V icon
73
Visa
V
$618B
– –
-722
1 2
3