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
$92M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.1M
3
+$6.71M
4
SLV icon
iShares Silver Trust
SLV
+$5.97M
5
UGA icon
United States Gasoline Fund
UGA
+$5.73M

Top Sells

1
+$7.89M
2
+$7.54M
3
+$7.49M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.1M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$7.06M

Sector Composition

1 Financials 5.44%
2 Technology 0.76%
3 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 15.39%
+89,783
2
$11.1M 12.09%
+27,181
3
$7.31M 7.95%
15,389
-15,750
4
$6.71M 7.29%
+230,776
5
$5.97M 6.48%
+273,992
6
$5.73M 6.23%
+94,443
7
$5.71M 6.2%
24,067
+934
8
$5.56M 6.04%
+83,396
9
$4.34M 4.71%
20,341
+1,458
10
$2.4M 2.61%
14,299
-46,982
11
$1.77M 1.92%
24,030
+908
12
$1.7M 1.85%
20,953
+832
13
$1.62M 1.76%
28,858
+1,122
14
$1.6M 1.74%
20,712
-336
15
$1.3M 1.42%
32,721
-205
16
$1.15M 1.25%
14,875
+323
17
$982K 1.07%
47,411
+1,878
18
$948K 1.03%
+10,256
19
$914K 0.99%
26,500
-1,147
20
$882K 0.96%
17,920
-970
21
$851K 0.92%
25,279
-1,430
22
$814K 0.88%
64,016
-1,793
23
$781K 0.85%
23,565
-1,976
24
$767K 0.83%
39,554
+575
25
$722K 0.78%
12,177
+473
1
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