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
$133M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$12.1M
3
+$12M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$12M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$11.3M

Top Sells

1
+$11.7M
2
+$11.5M
3
+$11.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.9M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$10.9M

Sector Composition

1 Financials 5.67%
2 Consumer Discretionary 4.86%
3 Healthcare 3.39%
4 Technology 3.39%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 9.97%
60,038
+54,980
2
$13.2M 9.93%
+131,134
3
$12.5M 9.38%
+26,215
4
$12.2M 9.18%
+95,288
5
$12.1M 9.07%
+118,342
6
$4.25M 3.19%
10,725
-28,170
7
$3.02M 2.27%
49,817
+3,027
8
$2.99M 2.25%
90,950
+938
9
$2.97M 2.23%
59,403
+3,436
10
$2.77M 2.08%
32,547
+1,839
11
$2.46M 1.85%
29,059
+1,325
12
$2.31M 1.74%
11,190
-134
13
$2.31M 1.73%
20,255
+2,618
14
$2.23M 1.68%
4,522
+2,019
15
$2.23M 1.68%
25,598
-1,628
16
$2.14M 1.61%
10,018
+718
17
$2.1M 1.58%
6,566
-35,049
18
$1.84M 1.38%
+73,060
19
$1.82M 1.37%
+44,265
20
$1.43M 1.08%
69,790
+4,092
21
$1.32M 0.99%
+30,283
22
$1.27M 0.95%
13,642
-493
23
$1.12M 0.84%
13,566
-344
24
$1.12M 0.84%
+24,794
25
$1.09M 0.82%
9,978
-139
1
2 3 4 5