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
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.1M
3
+$8.05M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.03M
5
IYR icon
iShares US Real Estate ETF
IYR
+$7.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 6.08%
2 Technology 0.99%
3 Healthcare 0.8%
4 Consumer Staples 0.55%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 13.25%
+63,117
2
$11.6M 11.44%
+36,008
3
$8.39M 8.28%
+173,220
4
$8.33M 8.22%
+29,211
5
$7.61M 7.51%
+81,713
6
$6.07M 6%
+46,693
7
$3.75M 3.71%
+22,655
8
$2.42M 2.39%
+28,809
9
$2.39M 2.36%
+44,481
10
$2.27M 2.24%
+35,295
11
$2.1M 2.08%
+18,722
12
$2M 1.98%
+12,235
13
$1.94M 1.92%
+22,076
14
$1.43M 1.41%
+8,645
15
$1.34M 1.32%
+14,624
16
$1.23M 1.22%
+13,273
17
$1.08M 1.07%
+13,355
18
$1.02M 1.01%
+9,493
19
$1.01M 0.99%
+17,324
20
$929K 0.92%
+16,497
21
$915K 0.9%
+10,918
22
$880K 0.87%
+20,405
23
$868K 0.86%
+12,604
24
$588K 0.58%
+25,936
25
$573K 0.57%
+4,113
1
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