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
$139M
AUM Growth
-$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$9.32M
3
+$2.22M
4
NET icon
Cloudflare
NET
+$1.73M
5
MRNA icon
Moderna
MRNA
+$1.67M

Top Sells

1
+$3.97M
2
+$3.51M
3
+$3.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.34M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.22M

Sector Composition

1 Technology 6.38%
2 Healthcare 4.7%
3 Financials 4.54%
4 Consumer Discretionary 3.41%
5 Energy 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.16%
27,789
+1,232
77
$215K 0.15%
+14,072
78
$205K 0.15%
+5,651
79
$171K 0.12%
11,403
-1,974
80
$98.2K 0.07%
+14,973
81
$94.3K 0.07%
18,172
+878
82
$94K 0.07%
12,266
+1,048
83
$91.8K 0.07%
8,528
+872
84
$90.9K 0.07%
15,536
+1,458
85
– –
-25,570
86
– –
-3,387
87
– –
-46,211
88
– –
-13,868
89
– –
-4,205
90
– –
-64,005
91
– –
-15,875
92
– –
-15,752
93
– –
-10,613
94
– –
-7,803
95
– –
-50,385
96
– –
-17,968
97
– –
-15,915
98
– –
-15,998
99
– –
-168,884
1 2 3
4