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
$102M
AUM Growth
-$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$829K
2 +$768K
3 +$768K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$764K
5
PANW icon
Palo Alto Networks
PANW
+$756K

Top Sells

1 +$4.94M
2 +$1.78M
3 +$994K
4
SNPS icon
Synopsys
SNPS
+$946K
5
JPM icon
JPMorgan Chase
JPM
+$942K

Sector Composition

1 Healthcare 5.89%
2 Technology 3%
3 Consumer Discretionary 2.09%
4 Communication Services 1.49%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$11.6M 11.36%
24,277
+497
2
$8.67M 8.46%
15,922
-227
3
$6.73M 6.57%
25,149
-85
4
$6.63M 6.48%
40,388
-30,058
5
$6.03M 5.89%
140,184
+6,743
6
$5.81M 5.67%
234,651
+30,644
7
$5.8M 5.67%
85,841
+9,612
8
$5.13M 5%
192,900
-67,569
9
$4.82M 4.7%
22,089
+462
10
$2.36M 2.3%
13,411
+141
11
$1.94M 1.9%
26,965
+1,491
12
$1.89M 1.84%
32,156
+864
13
$1.87M 1.83%
23,428
+1,249
14
$1.74M 1.7%
22,517
+783
15
$1.7M 1.66%
36,429
+1,137
16
$1.21M 1.18%
15,703
+161
17
$1.18M 1.15%
59,018
+6,304
18
$1.13M 1.11%
12,459
+1,279
19
$927K 0.91%
45,593
+1,407
20
$857K 0.84%
+5,054
21
$828K 0.81%
+788
22
$825K 0.81%
1,760
+72
23
$820K 0.8%
+3,536
24
$817K 0.8%
+2,614
25
$801K 0.78%
13,760
+730