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
+$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$784K
2
+$706K
3
+$687K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$543K
5
UGA icon
United States Gasoline Fund
UGA
+$528K

Top Sells

1
+$1.51M
2
+$357K
3
+$353K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$350K
5
PANW icon
Palo Alto Networks
PANW
+$348K

Sector Composition

1 Healthcare 3.54%
2 Technology 2.28%
3 Consumer Discretionary 1.61%
4 Financials 1.27%
5 Communication Services 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.3M 9.69%
21,081
-3,196
2
$9.46M 8.91%
16,482
+560
3
$7.69M 7.24%
27,141
+1,992
4
$6.89M 6.49%
38,431
-1,957
5
$6.68M 6.29%
136,721
-3,463
6
$6.26M 5.9%
241,697
+7,046
7
$6.06M 5.71%
25,538
+3,449
8
$5.81M 5.47%
204,412
+11,512
9
$5.5M 5.18%
94,174
+8,333
10
$3.29M 3.1%
17,256
+3,845
11
$2.22M 2.09%
35,207
+3,051
12
$2.08M 1.96%
27,696
+731
13
$2.02M 1.9%
24,103
+675
14
$1.79M 1.68%
22,253
-264
15
$1.78M 1.68%
36,353
-76
16
$1.41M 1.33%
60,707
+1,689
17
$1.34M 1.27%
16,929
+1,226
18
$1.2M 1.13%
12,712
+253
19
$1.1M 1.04%
54,017
+8,424
20
$874K 0.82%
14,460
+700
21
$841K 0.79%
10,350
+775
22
$836K 0.79%
10,665
+844
23
$835K 0.79%
16,608
+1,547
24
$834K 0.79%
11,100
+738
25
$832K 0.78%
19,840
+3,397
1
2 3