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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
+6.16%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$92.9M
AUM Growth
-$11.5M
Cap. Flow
-$16.1M
Cap. Flow %
-17.33%
Top 10 Hldgs %
67.75%
Holding
67
New
17
Increased
18
Reduced
23
Closed
9

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$8.69M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$8.54M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.95M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.19M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.13M

Top Sells

Rank Stock Value
1
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$44.6M
2
AMGN icon
Amgen
AMGN
+$555K
3
PANW icon
Palo Alto Networks
PANW
+$489K
4
MTB icon
M&T Bank
MTB
+$458K
5
EXPE icon
Expedia Group
EXPE
+$457K

Sector Composition

Rank Sector Weight
1 Technology 4.35%
2 Healthcare 2.89%
3 Communication Services 1.26%
4 Consumer Discretionary 1.07%
5 Real Estate 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
$13.1M 14.12%
21,238
+5,152
+32% +$2.95M
BIL icon
2
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$11.5M 12.34%
124,960
+93,221
+294% +$8.54M
SGOV icon
3
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
$8.71M 9.37%
+86,481
New +$8.69M
VTI icon
4
Vanguard Total Stock Market ETF
VTI
$654B
$8.29M 8.92%
27,276
+1,937
+8% +$545K
VB icon
5
Vanguard Small-Cap ETF
VB
$79.5B
$6.55M 7.05%
27,626
+3,162
+13% +$705K
QQQ icon
6
Invesco QQQ Trust
QQQ
$455B
$5.26M 5.66%
9,538
+2,384
+33% +$1.19M
VOOV icon
7
Vanguard S&P 500 Value ETF
VOOV
$6.58B
$3.49M 3.76%
18,502
+1,396
+8% +$251K
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$2.33M 2.5%
34,590
-837
-2% -$53K
BND icon
9
Vanguard Total Bond Market
BND
$157B
$1.9M 2.05%
25,831
-571
-2% -$41.5K
VCIT icon
10
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
$1.84M 1.98%
22,178
-561
-2% -$45.6K
HYG icon
11
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
$1.64M 1.77%
20,341
-271
-1% -$21.4K
SCHH icon
12
Schwab US REIT ETF
SCHH
$11.7B
$1.38M 1.48%
65,027
+3,344
+5% +$70.1K
VCSH icon
13
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.31M 1.41%
16,453
-201
-1% -$15.8K
EFA icon
14
iShares MSCI EAFE ETF
EFA
$76.4B
$1.18M 1.27%
+13,186
New +$1.13M
BCI icon
15
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.56B
$1.11M 1.2%
53,644
+2,840
+6% +$58.9K
IVW icon
16
iShares S&P 500 Growth ETF
IVW
$72.5B
$1.08M 1.17%
+9,841
New +$974K
IJJ icon
17
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
$1.07M 1.15%
+8,671
New +$1.02M
IJS icon
18
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$1.07M 1.15%
+10,759
New +$1.02M
BOND icon
19
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.28B
$1.01M 1.09%
10,967
-202
-2% -$18.4K
EEM icon
20
iShares MSCI Emerging Markets ETF
EEM
$28B
$983K 1.06%
+20,379
New +$916K
VGIT icon
21
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$917K 0.99%
15,324
-877
-5% -$51.9K
USXF icon
22
iShares ESG Advanced MSCI USA ETF
USXF
$1.42B
$837K 0.9%
15,528
+3,376
+28% +$165K
BIV icon
23
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$740K 0.8%
9,569
-562
-6% -$42.8K
MSFT icon
24
Microsoft
MSFT
$2.84T
$726K 0.78%
+1,460
New +$634K
DSL
25
DoubleLine Income Solutions Fund
DSL
$1.21B
$699K 0.75%
57,148
-758
-1% -$9.13K
1
2 3

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Ramiah Investment Group's Q2 2025 Portfolio in Review

As of Q2 2025, Ramiah Investment Group held 67 positions worth $92.9M, down 11% from $104M the previous quarter. Its ten largest holdings account for 68% of the portfolio.

Ramiah Investment Group withdrew a net $16.1M in Q2 2025, closing 9 positions and reducing 23 holdings. Its most notable exit was VanEck IG Floating Rate ETF, an estimated $44.6M position sold in full.

By sector, the portfolio is most concentrated in Technology at 4.4% of assets, up from 1.9% a quarter earlier, followed by Healthcare and Communication Services.

Against the trend, Ramiah Investment Group opened a new position in iShares 0-3 Month Treasury Bond ETF worth $8.71M.

  • Ramiah Investment Group's largest Q2 2025 buy was iShares 0-3 Month Treasury Bond ETF: 86,481 shares worth $8.71M.
  • Ramiah Investment Group added most to State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025, an estimated $8.54M increase.
  • Ramiah Investment Group's biggest Q2 2025 reduction was Vertex Pharmaceuticals, cutting an estimated $117K.
  • Ramiah Investment Group fully exited VanEck IG Floating Rate ETF in Q2 2025, selling an estimated $44.6M.
  • Ramiah Investment Group's ten largest holdings make up 68% of its $92.9M portfolio in Q2 2025.
  • Ramiah Investment Group opened 17 new positions and closed 9 in Q2 2025.
  • Ramiah Investment Group's portfolio value fell 11% quarter-over-quarter to $92.9M.

Based on Ramiah Investment Group's 13F filing for Q2 2025, filed 29 May 2026.