RIG

Ramiah Investment Group Portfolio holdings

AUM $99.5M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$9.55M
3
+$8.25M
4
VB icon
Vanguard Small-Cap ETF
VB
+$7.01M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$4.33M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.52%
2 Real Estate 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9M 21.67%
+32,908
2
$9.92M 9.8%
+30,220
3
$8.65M 8.55%
+14,407
4
$7.19M 7.11%
+28,274
5
$4.45M 4.4%
+22,311
6
$4.01M 3.97%
+56,251
7
$3.8M 3.75%
+51,042
8
$3.77M 3.73%
+41,112
9
$3.77M 3.72%
+40,340
10
$3.55M 3.51%
+29,448
11
$3.54M 3.5%
+66,274
12
$3.53M 3.49%
+31,934
13
$3.48M 3.44%
+26,798
14
$1.96M 1.94%
+23,354
15
$1.88M 1.85%
+23,097
16
$1.79M 1.77%
+82,924
17
$1.46M 1.44%
+18,240
18
$1.44M 1.43%
+25,205
19
$1.4M 1.38%
+64,895
20
$1.33M 1.32%
+13,216
21
$1.07M 1.05%
+11,415
22
$986K 0.98%
+16,428
23
$728K 0.72%
+14,393
24
$722K 0.71%
+10,405
25
$684K 0.68%
+55,684
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