RIG

Ramiah Investment Group Portfolio holdings

AUM $101M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$58.8M
2
+$19.7M
3
+$6.46M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.6M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.43%
2 Consumer Discretionary 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.8M 46.42%
+1,164,461
2
$19.7M 15.54%
+784,743
3
$6.46M 5.09%
+14,293
4
$4.9M 3.87%
+21,527
5
$3.6M 2.84%
+16,961
6
$2.94M 2.32%
+37,009
7
$2.64M 2.08%
+24,630
8
$1.76M 1.39%
+21,380
9
$1.63M 1.29%
+18,992
10
$1.61M 1.27%
+10,716
11
$1.46M 1.15%
+25,274
12
$1.31M 1.04%
+12,901
13
$1.09M 0.86%
+13,909
14
$1.01M 0.79%
+11,559
15
$1.01M 0.79%
+10,748
16
$984K 0.78%
+18,508
17
$973K 0.77%
+43,693
18
$912K 0.72%
+31,748
19
$907K 0.72%
+15,841
20
$906K 0.72%
+21,060
21
$890K 0.7%
+15,688
22
$881K 0.69%
+35,386
23
$858K 0.68%
+18,924
24
$839K 0.66%
+10,238
25
$794K 0.63%
+15,139
1
2