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
$139M
AUM Growth
-$173K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$9.32M
3
+$2.22M
4
NET icon
Cloudflare
NET
+$1.73M
5
MRNA icon
Moderna
MRNA
+$1.67M

Top Sells

1
+$3.97M
2
+$3.51M
3
+$3.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$3.34M
5
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$3.22M

Sector Composition

1 Technology 6.38%
2 Healthcare 4.7%
3 Financials 4.54%
4 Consumer Discretionary 3.41%
5 Energy 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.59M 6.88%
43,841
-15,492
2
$9.14M 6.55%
+73,385
3
$8.96M 6.43%
+87,544
4
$8.9M 6.38%
68,469
-24,403
5
$8.84M 6.34%
18,384
-7,147
6
$8.62M 6.18%
83,664
-31,750
7
$8.54M 6.12%
84,850
-39,364
8
$4.63M 3.32%
10,792
+472
9
$3.61M 2.59%
16,259
+113
10
$3.25M 2.33%
14,859
+716
11
$2.98M 2.14%
33,300
+613
12
$2.91M 2.09%
47,777
+2,620
13
$2.87M 2.06%
33,644
+2,676
14
$2.77M 1.99%
78,122
+1,141
15
$2.64M 1.89%
23,014
+2,455
16
$2.33M 1.67%
6,506
-74
17
$2.28M 1.63%
36,151
-9,368
18
$2.24M 1.61%
+38,340
19
$2.12M 1.52%
21,525
+306
20
$1.74M 1.25%
+4,523
21
$1.7M 1.22%
19,472
+727
22
$1.63M 1.17%
+14,482
23
$1.63M 1.17%
+14,002
24
$1.5M 1.08%
15,888
+632
25
$1.29M 0.93%
11,696
+963
1
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