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
$56.4M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$497K
3
+$495K
4
ABMD
Abiomed Inc
ABMD
+$494K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$493K

Top Sells

1
+$8.59M
2
+$4.36M
3
+$4.05M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.75M
5
IYR icon
iShares US Real Estate ETF
IYR
+$3.73M

Sector Composition

1 Financials 5.05%
2 Technology 4.66%
3 Healthcare 3.03%
4 Communication Services 1.52%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.86M 10.4%
22,733
-13,275
2
$4.3M 7.62%
22,559
-40,558
3
$3.34M 5.93%
80,952
-92,268
4
$3.33M 5.9%
15,167
-14,044
5
$2.98M 5.29%
30,960
-15,733
6
$2.75M 4.88%
39,541
-42,172
7
$2.29M 4.06%
26,818
-1,991
8
$1.9M 3.38%
16,499
-2,223
9
$1.86M 3.29%
45,262
+781
10
$1.82M 3.22%
33,645
-1,650
11
$1.69M 3%
21,949
-127
12
$1.62M 2.88%
12,605
+370
13
$1.21M 2.15%
13,926
-698
14
$1.03M 1.84%
13,080
-275
15
$981K 1.74%
8,498
-147
16
$964K 1.71%
9,078
-415
17
$917K 1.63%
13,124
-149
18
$564K 1%
6,315
-202
19
$545K 0.97%
7,723
-676
20
$519K 0.92%
9,228
-229
21
$512K 0.91%
+2,151
22
$465K 0.82%
26,631
+695
23
$463K 0.82%
+7,016
24
$458K 0.81%
+4,569
25
$456K 0.81%
+1,433
1
2 3 4