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
$148M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$25.7M
3
+$17.9M
4
ANSS
Ansys
ANSS
+$939K
5
CFG icon
Citizens Financial Group
CFG
+$936K

Top Sells

1
+$9.14M
2
+$8.96M
3
+$8.9M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$8.84M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$8.62M

Sector Composition

1 Financials 5.42%
2 Technology 3.8%
3 Healthcare 1.4%
4 Consumer Discretionary 1.19%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.3M 21.8%
68,036
+57,244
2
$29M 19.58%
72,947
+66,441
3
$27.4M 18.47%
123,051
+79,210
4
$4M 2.7%
16,564
+305
5
$3.44M 2.32%
15,235
+376
6
$3.11M 2.1%
50,716
+2,939
7
$3.05M 2.06%
35,976
+2,332
8
$3M 2.02%
31,719
-1,581
9
$2.78M 1.88%
24,377
+1,363
10
$1.81M 1.22%
20,838
+1,366
11
$1.65M 1.12%
17,840
+1,952
12
$1.36M 0.92%
12,432
+736
13
$1.13M 0.77%
13,961
+1,022
14
$1.12M 0.76%
+12,092
15
$1.09M 0.74%
4,978
+1,452
16
$1.06M 0.71%
2,870
-156
17
$1.03M 0.69%
44,716
-506
18
$1.01M 0.68%
5,421
-180
19
$980K 0.66%
+2,444
20
$980K 0.66%
4,357
+1,113
21
$953K 0.64%
10,247
-465
22
$937K 0.63%
16,689
+242
23
$935K 0.63%
8,667
-49
24
$924K 0.62%
9,625
+650
25
$919K 0.62%
+19,442
1
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