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
$133M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.1M
3
+$12M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$12M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$11.3M

Top Sells

1
+$11.7M
2
+$11.5M
3
+$11.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.9M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.9M

Sector Composition

1 Financials 5.67%
2 Consumer Discretionary 4.86%
3 Healthcare 3.39%
4 Technology 3.39%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-2,867
102
– –
-5,118
1 2 3 4
5