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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
+0.86%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$102M
AUM Growth
-$3.94M
(-3.7%)
Cap. Flow
-$4.57M
Cap. Flow
% of AUM
-4.46%
Top 10 Holdings %
Top 10 Hldgs %
62.1%
Holding
76
New
15
Increased
35
Reduced
12
Closed
14
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Latin America 40 ETF
ILF
|
+$829K |
| 2 |
Biogen
BIIB
|
+$768K |
| 3 |
Amgen
AMGN
|
+$768K |
| 4 |
Regeneron Pharmaceuticals
REGN
|
+$764K |
| 5 |
Palo Alto Networks
PANW
|
+$756K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$4.94M |
| 2 |
iShares Silver Trust
SLV
|
+$1.78M |
| 3 |
Wells Fargo
WFC
|
+$994K |
| 4 |
Synopsys
SNPS
|
+$946K |
| 5 |
JPMorgan Chase
JPM
|
+$942K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 5.89% |
| 2 | Technology | 3% |
| 3 | Consumer Discretionary | 2.09% |
| 4 | Communication Services | 1.49% |
| 5 | Financials | 1.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Wells Fargo
WFC
$266B
| – | – |
-17,142
| Closed | -$994K |
|
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Ramiah Investment Group's Q2 2024 Portfolio in Review
As of Q2 2024, Ramiah Investment Group held 76 positions worth $102M, down 3.7% from $106M the previous quarter. Its ten largest holdings account for 62% of the portfolio.
Ramiah Investment Group withdrew a net $4.57M in Q2 2024, closing 14 positions and reducing 12 holdings. Its most notable exit was Wells Fargo, an estimated $994K position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 5.9% of assets, up from 2.6% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, Ramiah Investment Group opened a new position in Biogen worth $820K.
- Ramiah Investment Group's largest Q2 2024 buy was Biogen: 3,536 shares worth $820K.
- Ramiah Investment Group added most to iShares Latin America 40 ETF in Q2 2024, an estimated $829K increase.
- Ramiah Investment Group's biggest Q2 2024 reduction was Invesco S&P 500 Equal Weight ETF, cutting an estimated $4.94M.
- Ramiah Investment Group fully exited Wells Fargo in Q2 2024, selling an estimated $994K.
- Ramiah Investment Group's ten largest holdings make up 62% of its $102M portfolio in Q2 2024.
- Ramiah Investment Group opened 15 new positions and closed 14 in Q2 2024.
- Ramiah Investment Group's portfolio value fell 3.7% quarter-over-quarter to $102M.
Based on Ramiah Investment Group's 13F filing for Q2 2024, filed 29 May 2026.