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RIG

Ramiah Investment Group Portfolio holdings

AUM $131M
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
-1.93%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$110M
AUM Growth
+$3.66M
Cap. Flow
+$6.1M
Cap. Flow %
5.56%
Top 10 Hldgs %
62.03%
Holding
68
New
4
Increased
29
Reduced
27
Closed
8

Top Buys

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.66M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.51M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.01M
4
VB icon
Vanguard Small-Cap ETF
VB
+$717K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$699K

Top Sells

Rank Stock Value
1
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$835K
2
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$834K
3
SLV icon
iShares Silver Trust
SLV
+$782K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$715K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$700K

Sector Composition

Rank Sector Weight
1 Healthcare 3.16%
2 Technology 2.07%
3 Consumer Discretionary 1.52%
4 Communication Services 0.99%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$10.7M 9.71%
18,197
+1,715
+10% +$1.01M
QQQ icon
2
Invesco QQQ Trust
QQQ
$455B
$10.3M 9.38%
20,155
-926
-4% -$468K
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$654B
$8.56M 7.8%
29,538
+2,397
+9% +$699K
VB icon
4
Vanguard Small-Cap ETF
VB
$79.5B
$6.84M 6.23%
28,453
+2,915
+11% +$717K
RSP icon
5
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
$6.04M 5.5%
34,478
-3,953
-10% -$715K
EPP icon
6
iShares MSCI Pacific ex Japan ETF
EPP
$2.18B
$5.4M 4.91%
123,187
-13,534
-10% -$632K
TLT icon
7
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$5.37M 4.89%
+61,536
New +$5.66M
UGA icon
8
United States Gasoline Fund
UGA
$142M
$5.37M 4.89%
85,210
-8,964
-10% -$554K
ILF icon
9
iShares Latin America 40 ETF
ILF
$3.77B
$4.91M 4.47%
234,775
-6,922
-3% -$166K
SLV icon
10
iShares Silver Trust
SLV
$28.1B
$4.66M 4.25%
177,047
-27,365
-13% -$782K
VOOV icon
11
Vanguard S&P 500 Value ETF
VOOV
$6.58B
$3.76M 3.42%
20,371
+3,115
+18% +$598K
BIL icon
12
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$2.95M 2.68%
32,237
+27,457
+574% +$2.51M
VEU icon
13
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$2.33M 2.13%
40,655
+5,448
+15% +$328K
BND icon
14
Vanguard Total Bond Market
BND
$157B
$2.03M 1.85%
28,244
+548
+2% +$40.1K
VCIT icon
15
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$1.97M 1.79%
24,481
+378
+2% +$30.9K
HYG icon
16
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$1.75M 1.6%
22,277
+24
+0.1% +$1.91K
USXF icon
17
iShares ESG Advanced MSCI USA ETF
USXF
$1.42B
$1.7M 1.55%
34,176
-2,177
-6% -$111K
SCHH icon
18
Schwab US REIT ETF
SCHH
$11.7B
$1.49M 1.35%
70,592
+9,885
+16% +$221K
VCSH icon
19
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.33M 1.22%
17,111
+182
+1% +$14.3K
BCI icon
20
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.56B
$1.2M 1.09%
60,631
+6,614
+12% +$133K
BOND icon
21
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$1.16M 1.05%
12,809
+97
+0.8% +$8.93K
VGIT icon
22
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$1.05M 0.96%
18,176
+3,716
+26% +$218K
BIV icon
23
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$986K 0.9%
13,198
+2,533
+24% +$193K
DSL
24
DoubleLine Income Solutions Fund
DSL
$1.21B
$928K 0.85%
73,855
+25,558
+53% +$325K
HYLS icon
25
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
$780K 0.71%
18,863
-977
-5% -$40.8K
1
2 3

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Ramiah Investment Group's Q4 2024 Portfolio in Review

As of Q4 2024, Ramiah Investment Group held 68 positions worth $110M, up 3.5% from $106M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Ramiah Investment Group deployed $6.1M of net new capital in Q4 2024, opening 4 new positions and adding to 29 existing holdings. Its largest new stake was iShares 20+ Year Treasury Bond ETF: 61,536 shares worth $5.37M.

By sector, the portfolio is most concentrated in Healthcare at 3.2% of assets, down from 3.5% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares Silver Trust, an estimated $782K trimmed.

  • Ramiah Investment Group's largest Q4 2024 buy was iShares 20+ Year Treasury Bond ETF: 61,536 shares worth $5.37M.
  • Ramiah Investment Group added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2024, an estimated $2.51M increase.
  • Ramiah Investment Group's biggest Q4 2024 reduction was iShares Silver Trust, cutting an estimated $782K.
  • Ramiah Investment Group fully exited Vanguard Total International Bond ETF in Q4 2024, selling an estimated $835K.
  • Ramiah Investment Group's ten largest holdings make up 62% of its $110M portfolio in Q4 2024.
  • Ramiah Investment Group opened 4 new positions and closed 8 in Q4 2024.
  • Ramiah Investment Group's portfolio value rose 3.5% quarter-over-quarter to $110M.

Based on Ramiah Investment Group's 13F filing for Q4 2024, filed 29 May 2026.