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
$91.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$44.6M
2 +$9M
3 +$6.96M
4
VB icon
Vanguard Small-Cap ETF
VB
+$5.42M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$3.15M

Top Sells

No sells this quarter

Sector Composition

1 Real Estate 0.6%
2 Financials 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$44.6M 48.67%
+1,746,220
2
$9M 9.82%
+16,086
3
$6.96M 7.6%
+25,339
4
$5.42M 5.92%
+24,464
5
$3.15M 3.44%
+17,106
6
$2.91M 3.18%
+31,739
7
$2.15M 2.34%
+35,427
8
$1.94M 2.12%
+26,402
9
$1.86M 2.03%
+22,739
10
$1.63M 1.77%
+20,612
11
$1.33M 1.45%
+61,683
12
$1.31M 1.43%
+16,654
13
$1.09M 1.19%
+50,804
14
$1.03M 1.13%
+11,169
15
$962K 1.05%
+16,201
16
$776K 0.85%
+10,131
17
$730K 0.8%
+57,906
18
$597K 0.65%
+14,536
19
$567K 0.62%
+12,152
20
$546K 0.6%
+16,745
21
$536K 0.59%
+27,092
22
$496K 0.54%
+34,274
23
$492K 0.54%
+51,340
24
$491K 0.54%
+43,805
25
$450K 0.49%
+20,696