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RIG

Ramiah Investment Group Portfolio holdings

AUM $131M
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
+11.14%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$103M
AUM Growth
+$8.52M
Cap. Flow
+$1.01M
Cap. Flow %
0.98%
Top 10 Hldgs %
63.32%
Holding
89
New
11
Increased
25
Reduced
36
Closed
14

Top Buys

Rank Stock Value
1
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$11.5M
2
ABMD
Abiomed Inc
ABMD
+$1.49M
3
PYPL icon
PayPal
PYPL
+$1.43M
4
AMZN icon
Amazon
AMZN
+$1.38M
5
BBWI icon
Bath & Body Works
BBWI
+$1.14M

Top Sells

Rank Stock Value
1
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$3.63M
2
IVE icon
iShares S&P 500 Value ETF
IVE
+$3.13M
3
IYR icon
iShares US Real Estate ETF
IYR
+$2.94M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.25M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.21M

Sector Composition

Rank Sector Weight
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
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$14.7M 14.21%
43,801
+1,324
+3% +$439K
QQQ icon
2
Invesco QQQ Trust
QQQ
$455B
$13.8M 13.35%
49,624
-3,123
-6% -$847K
IVW icon
3
iShares S&P 500 Growth ETF
IVW
$72.5B
$11.8M 11.45%
204,684
+7,208
+4% +$408K
IJK icon
4
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$11.6M 11.21%
+193,488
New +$11.5M
BND icon
5
Vanguard Total Bond Market
BND
$157B
$2.33M 2.26%
26,451
-1,117
-4% -$99K
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$2.31M 2.24%
45,845
-80
-0.2% -$4.06K
PDP icon
7
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
$2.29M 2.22%
30,019
-301
-1% -$22.2K
ABMD
8
DELISTED
Abiomed Inc
ABMD
$2.27M 2.2%
8,181
+5,166
+171% +$1.49M
HYG icon
9
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$2.26M 2.19%
26,949
+2,128
+9% +$179K
NVDA icon
10
NVIDIA
NVDA
$5.01T
$2.06M 2%
152,400
+17,640
+13% +$205K
AGG icon
11
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.98M 1.92%
16,797
-959
-5% -$114K
VTI icon
12
Vanguard Total Stock Market ETF
VTI
$654B
$1.94M 1.88%
11,377
-298
-3% -$50.1K
PYPL icon
13
PayPal
PYPL
$49.5B
$1.49M 1.44%
+7,569
New +$1.43M
BBWI icon
14
Bath & Body Works
BBWI
$4.01B
$1.44M 1.39%
+55,936
New +$1.14M
VB icon
15
Vanguard Small-Cap ETF
VB
$79.5B
$1.42M 1.37%
9,227
+155
+2% +$23.8K
AMZN icon
16
Amazon
AMZN
$2.5T
$1.38M 1.34%
+8,760
New +$1.38M
VCIT icon
17
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$1.3M 1.26%
13,528
-160
-1% -$15.4K
AMD icon
18
Advanced Micro Devices
AMD
$851B
$1.22M 1.18%
14,851
-5,935
-29% -$441K
AAPL icon
19
Apple
AAPL
$4.89T
$1.17M 1.14%
+10,144
New +$1.11M
VCSH icon
20
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.13M 1.1%
13,653
+280
+2% +$23.2K
SCHH icon
21
Schwab US REIT ETF
SCHH
$11.7B
$1.13M 1.09%
63,644
-606
-0.9% -$10.9K
BOND icon
22
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$1.09M 1.06%
9,732
+634
+7% +$71.3K
IWM icon
23
iShares Russell 2000 ETF
IWM
$80.9B
$922K 0.89%
6,157
-2,230
-27% -$335K
HYLS icon
24
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
$827K 0.8%
17,527
+1,439
+9% +$68K
CDNS icon
25
Cadence Design Systems
CDNS
$90B
$754K 0.73%
7,071
-43
-0.6% -$4.52K
1
2 3 4

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Ramiah Investment Group's Q3 2020 Portfolio in Review

As of Q3 2020, Ramiah Investment Group held 89 positions worth $103M, up 9% from $94.7M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Ramiah Investment Group's Q3 2020 filing shows 11 new, 25 increased, 36 reduced and 14 closed positions. Its largest new stake was iShares S&P Mid-Cap 400 Growth ETF: 193,488 shares worth $11.6M. The largest sale was State Street SPDR Dow Jones Industrial Average ETF Trust, an estimated $3.63M.

By sector, the portfolio is most concentrated in Technology at 7.7% of assets, up from 7% a quarter earlier, followed by Financials and Healthcare.

  • Ramiah Investment Group's largest Q3 2020 buy was iShares S&P Mid-Cap 400 Growth ETF: 193,488 shares worth $11.6M.
  • Ramiah Investment Group added most to Abiomed Inc in Q3 2020, an estimated $1.49M increase.
  • Ramiah Investment Group's biggest Q3 2020 reduction was Invesco QQQ Trust, cutting an estimated $847K.
  • Ramiah Investment Group fully exited State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2020, selling an estimated $3.63M.
  • Ramiah Investment Group's ten largest holdings make up 63% of its $103M portfolio in Q3 2020.
  • Ramiah Investment Group opened 11 new positions and closed 14 in Q3 2020.
  • Ramiah Investment Group's portfolio value rose 9% quarter-over-quarter to $103M.

Based on Ramiah Investment Group's 13F filing for Q3 2020, filed 29 May 2026.