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
$120M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$1.87M
3
+$1.55M
4
FDX icon
FedEx
FDX
+$1.53M
5
ALGN icon
Align Technology
ALGN
+$1.48M

Top Sells

1
+$2.35M
2
+$2.1M
3
+$2.07M
4
NVDA icon
NVIDIA
NVDA
+$2.06M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.74M

Sector Composition

1 Healthcare 4.89%
2 Technology 4.66%
3 Financials 4.23%
4 Consumer Discretionary 2.29%
5 Industrials 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 12.12%
38,895
-4,906
2
$13.1M 10.88%
41,615
-8,009
3
$11.7M 9.78%
162,464
-31,024
4
$11.5M 9.56%
+101,148
5
$10.9M 9.04%
170,088
-34,596
6
$2.85M 2.37%
5,327
+3,302
7
$2.73M 2.28%
46,790
+945
8
$2.69M 2.25%
30,708
+689
9
$2.45M 2.04%
27,734
+1,283
10
$2.38M 1.98%
27,226
+277
11
$2.34M 1.95%
+90,012
12
$2.2M 1.84%
11,324
-53
13
$2.08M 1.74%
17,637
+840
14
$1.81M 1.51%
9,300
+73
15
$1.7M 1.41%
+11,144
16
$1.68M 1.4%
55,967
+31
17
$1.44M 1.2%
+5,542
18
$1.37M 1.14%
14,135
+607
19
$1.25M 1.04%
65,698
+2,054
20
$1.2M 1%
+16,682
21
$1.16M 0.96%
13,910
+257
22
$1.14M 0.95%
10,117
+385
23
$1.07M 0.89%
+52,996
24
$992K 0.83%
5,058
-1,099
25
$971K 0.81%
2,503
+79
1
2 3 4