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
$80.8M
AUM Growth
-$7.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.78M
3
+$1.73M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.66M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.65M

Top Sells

1
+$5.61M
2
+$5.35M
3
+$3.76M
4
EW icon
Edwards Lifesciences
EW
+$968K
5
WFC icon
Wells Fargo
WFC
+$215K

Sector Composition

1 Financials 6.16%
2 Technology 0.74%
3 Healthcare 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 16.48%
31,139
+4,655
2
$9.11M 11.28%
61,281
+11,644
3
$7.54M 9.33%
51,125
+10,722
4
$7.1M 8.79%
110,258
+27,689
5
$7.06M 8.74%
103,208
+24,248
6
$7.02M 8.69%
97,159
+22,904
7
$4.91M 6.08%
23,133
+1,036
8
$3.57M 4.42%
18,883
+1,424
9
$1.61M 2%
23,122
+3,581
10
$1.55M 1.92%
21,048
+916
11
$1.53M 1.89%
20,121
+1,639
12
$1.44M 1.78%
27,736
+1,969
13
$1.14M 1.41%
32,926
+2,221
14
$1.09M 1.35%
14,552
+1,751
15
$808K 1%
45,533
+7,732
16
$772K 0.96%
18,890
-5,266
17
$740K 0.92%
35,061
+3,276
18
$731K 0.91%
26,709
-6,210
19
$728K 0.9%
10,876
-1,047
20
$700K 0.87%
27,647
-7,163
21
$700K 0.87%
48,386
+4,242
22
$684K 0.85%
25,541
-5,561
23
$684K 0.85%
65,809
-16,185
24
$670K 0.83%
38,979
-10,582
25
$669K 0.83%
11,704
+1,152
1
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