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
$140M
AUM Growth
+$6.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$2.09M
2
+$2.04M
3
+$1.99M
4
NUE icon
Nucor
NUE
+$1.98M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.08M

Top Sells

1
+$1.84M
2
+$1.6M
3
+$1.32M
4
PARA
Paramount Global Class B
PARA
+$1.12M
5
FCX icon
Freeport-McMoran
FCX
+$1.05M

Sector Composition

1 Consumer Discretionary 4.71%
2 Financials 4.71%
3 Healthcare 3.48%
4 Technology 3.45%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 9.74%
59,333
-705
2
$13.1M 9.38%
124,214
-6,920
3
$12.5M 8.98%
25,531
-684
4
$12.3M 8.82%
92,872
-2,416
5
$12.2M 8.7%
115,414
-2,928
6
$4.42M 3.16%
10,320
-405
7
$3.6M 2.58%
16,146
+4,956
8
$3.19M 2.28%
14,143
+4,125
9
$2.93M 2.1%
32,687
+140
10
$2.86M 2.05%
45,157
-4,660
11
$2.66M 1.9%
30,968
+1,909
12
$2.65M 1.9%
45,519
-13,884
13
$2.38M 1.7%
64,005
-26,945
14
$2.37M 1.7%
20,559
+304
15
$2.33M 1.67%
6,580
+14
16
$2.3M 1.65%
+168,884
17
$2.25M 1.61%
+76,981
18
$2.19M 1.57%
50,385
+6,120
19
$2.15M 1.54%
+13,868
20
$2.04M 1.46%
+21,219
21
$1.65M 1.18%
18,745
-6,853
22
$1.45M 1.04%
15,256
+1,614
23
$1.22M 0.88%
14,794
+1,228
24
$1.19M 0.85%
10,733
+755
25
$1.14M 0.82%
43,257
+9,280
1
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