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
$106M
AUM Growth
+$160K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1 +$5.63M
2 +$392K
3 +$378K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$289K
5
VB icon
Vanguard Small-Cap ETF
VB
+$277K

Top Sells

1 +$5.56M
2 +$3.11M
3 +$1.46M
4
UGA icon
United States Gasoline Fund
UGA
+$1.2M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$753K

Sector Composition

1 Financials 6.34%
2 Technology 4.72%
3 Healthcare 2.64%
4 Consumer Discretionary 0.75%
5 Consumer Staples 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.9M 11.22%
70,446
-19,337
2
$10.6M 9.93%
23,780
-3,401
3
$8.45M 7.94%
16,149
+760
4
$6.56M 6.17%
25,234
+1,167
5
$5.93M 5.57%
260,469
-13,523
6
$5.8M 5.46%
204,007
-26,769
7
$5.71M 5.37%
+133,441
8
$5.41M 5.08%
76,229
-18,214
9
$4.94M 4.65%
21,627
+1,286
10
$2.39M 2.25%
13,270
-1,029
11
$1.85M 1.74%
25,474
+1,444
12
$1.84M 1.73%
31,292
+2,434
13
$1.79M 1.68%
22,179
+1,226
14
$1.69M 1.59%
21,734
+1,022
15
$1.59M 1.5%
35,292
+2,571
16
$1.2M 1.13%
15,542
+667
17
$1.07M 1.01%
52,714
+5,303
18
$1.03M 0.97%
11,180
+924
19
$994K 0.93%
17,142
-778
20
$946K 0.89%
1,655
+61
21
$942K 0.89%
4,701
-297
22
$942K 0.89%
9,853
+347
23
$886K 0.83%
23,364
-1,915
24
$874K 0.82%
44,186
+7,506
25
$850K 0.8%
12,445
+421