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
$94.7M
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$5.78M
3
+$5.59M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.14M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.12M

Top Sells

1
+$917K
2
+$564K
3
+$519K
4
SNPS icon
Synopsys
SNPS
+$442K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$356K

Sector Composition

1 Technology 6.98%
2 Healthcare 5.96%
3 Financials 5.11%
4 Communication Services 1.25%
5 Materials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 13.83%
42,477
+19,744
2
$13.1M 13.79%
52,747
+30,188
3
$10.2M 10.81%
197,476
+116,524
4
$3.63M 3.83%
14,073
-1,094
5
$3.13M 3.31%
28,965
-1,995
6
$2.94M 3.11%
37,363
-2,178
7
$2.44M 2.57%
27,568
+750
8
$2.19M 2.31%
45,925
+663
9
$2.1M 2.22%
17,756
+1,257
10
$2.04M 2.16%
30,320
-3,325
11
$2.03M 2.14%
24,821
+2,872
12
$1.83M 1.93%
11,675
-930
13
$1.32M 1.4%
9,072
+574
14
$1.3M 1.37%
13,688
-238
15
$1.28M 1.35%
+134,760
16
$1.25M 1.32%
+2,009
17
$1.21M 1.28%
4,182
+2,031
18
$1.2M 1.27%
+8,387
19
$1.14M 1.21%
+2,285
20
$1.14M 1.21%
+41,640
21
$1.14M 1.2%
+18,410
22
$1.13M 1.19%
+64,250
23
$1.11M 1.17%
13,373
+293
24
$1.09M 1.15%
+20,786
25
$1.02M 1.07%
9,098
+20
1
2 3 4