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
$103M
AUM Growth
+$8.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$11.5M
2 +$1.49M
3 +$1.43M
4
AMZN icon
Amazon
AMZN
+$1.38M
5
BBWI icon
Bath & Body Works
BBWI
+$1.14M

Top Sells

1 +$3.63M
2 +$3.13M
3 +$2.94M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.25M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.21M

Sector Composition

1 Technology 7.67%
2 Financials 5.01%
3 Healthcare 4.54%
4 Consumer Discretionary 2.73%
5 Communication Services 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$14.7M 14.21%
43,801
+1,324
2
$13.8M 13.35%
49,624
-3,123
3
$11.8M 11.45%
204,684
+7,208
4
$11.6M 11.21%
+193,488
5
$2.33M 2.26%
26,451
-1,117
6
$2.31M 2.24%
45,845
-80
7
$2.29M 2.22%
30,019
-301
8
$2.27M 2.2%
8,181
+5,166
9
$2.26M 2.19%
26,949
+2,128
10
$2.06M 2%
152,400
+17,640
11
$1.98M 1.92%
16,797
-959
12
$1.94M 1.88%
11,377
-298
13
$1.49M 1.44%
+7,569
14
$1.44M 1.39%
+55,936
15
$1.42M 1.37%
9,227
+155
16
$1.38M 1.34%
+8,760
17
$1.3M 1.26%
13,528
-160
18
$1.22M 1.18%
14,851
-5,935
19
$1.17M 1.14%
+10,144
20
$1.13M 1.1%
13,653
+280
21
$1.13M 1.09%
63,644
-606
22
$1.09M 1.06%
9,732
+634
23
$922K 0.89%
6,157
-2,230
24
$827K 0.8%
17,527
+1,439
25
$754K 0.73%
7,071
-43