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
$88.5M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$6.14M
3
+$6M
4
IYM icon
iShares US Basic Materials ETF
IYM
+$5.61M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.57M

Top Sells

1
+$9.71M
2
+$9.33M
3
+$9.21M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$9.06M
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$8.85M

Sector Composition

1 Financials 7.16%
2 Healthcare 1.97%
3 Technology 1.19%
4 Energy 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.7M 13.26%
26,484
+13,543
2
$7.73M 8.73%
+49,637
3
$6.14M 6.94%
+40,403
4
$5.61M 6.33%
+42,139
5
$5.57M 6.3%
+82,569
6
$5.57M 6.29%
+74,255
7
$5.57M 6.29%
+78,960
8
$5.35M 6.05%
+108,624
9
$4.87M 5.5%
22,097
+1,372
10
$3.76M 4.25%
10,177
-26,284
11
$3.47M 3.92%
17,459
+1,574
12
$1.51M 1.71%
20,132
-604
13
$1.46M 1.65%
18,482
-346
14
$1.42M 1.6%
19,541
-16,275
15
$1.4M 1.58%
25,767
+1,903
16
$1.1M 1.25%
+30,705
17
$1.05M 1.19%
13,897
-6,191
18
$1.03M 1.16%
+24,156
19
$969K 1.09%
12,801
-93
20
$968K 1.09%
+10,267
21
$944K 1.07%
+32,919
22
$912K 1.03%
+34,810
23
$884K 1%
+81,994
24
$883K 1%
49,561
+4,457
25
$873K 0.99%
+11,923
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