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
$140M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.04M
3
+$1.99M
4
NUE icon
Nucor
NUE
+$1.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$1.84M
2
+$1.6M
3
+$1.32M
4
PARA
Paramount Global Class B
PARA
+$1.12M
5
FCX icon
Freeport-McMoran
FCX
+$1.05M

Sector Composition

1 Consumer Discretionary 4.71%
2 Financials 4.71%
3 Healthcare 3.48%
4 Technology 3.45%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$207K 0.15%
22,253
+451
77
$205K 0.15%
13,377
-628
78
$205K 0.15%
10,613
-459
79
$202K 0.14%
7,803
-79
80
$91.3K 0.07%
17,294
+9
81
$87K 0.06%
11,218
+33
82
$86.2K 0.06%
14,078
+59
83
$85.7K 0.06%
7,656
+32
84
– –
-6,246
85
– –
-9,131
86
– –
-4,361
87
– –
-3,361
88
– –
-73,060
89
– –
-24,794
90
– –
-10,369
91
– –
-30,283
92
– –
-10,808
1 2 3
4