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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
$115M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.83M
2
+$567K
3
+$560K
4
VB icon
Vanguard Small-Cap ETF
VB
+$533K
5
BKT icon
BlackRock Income Trust
BKT
+$460K

Top Sells

1
+$2.43M
2
+$1.44M
3
+$483K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$423K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$400K

Sector Composition

1 Technology 4.07%
2 Healthcare 2.9%
3 Communication Services 1.06%
4 Consumer Discretionary 0.8%
5 Real Estate 0.67%
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
$783B
$22.1M 19.21%
32,479
-429
VTI icon
2
Vanguard Total Stock Market ETF
VTI
$650B
$10.7M 9.28%
31,903
+1,683
QQQ icon
3
Invesco QQQ Trust
QQQ
$477B
$8.64M 7.5%
14,066
-341
VB icon
4
Vanguard Small-Cap ETF
VB
$79.5B
$7.83M 6.79%
30,355
+2,081
VOOV icon
5
Vanguard S&P 500 Value ETF
VOOV
$6.48B
$5.03M 4.36%
24,547
+2,236
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$4.49M 3.89%
61,007
+4,756
BND icon
7
Vanguard Total Bond Market
BND
$157B
$3.54M 3.07%
47,745
-3,297
EFA icon
8
iShares MSCI EAFE ETF
EFA
$77.5B
$3.5M 3.03%
36,404
-3,936
IJS icon
9
iShares S&P Small-Cap 600 Value ETF
IJS
$8.03B
$3.23M 2.8%
28,363
-3,571
IVW icon
10
iShares S&P 500 Growth ETF
IVW
$73.2B
$3.2M 2.78%
25,993
-3,455
IJJ icon
11
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.71B
$3.18M 2.76%
24,201
-2,597
EEM icon
12
iShares MSCI Emerging Markets ETF
EEM
$30.1B
$3.14M 2.72%
57,392
-8,882
VCIT icon
13
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$2.12M 1.84%
25,276
+1,922
HYG icon
14
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
$2.03M 1.76%
25,213
+2,116
SCHH icon
15
Schwab US REIT ETF
SCHH
$10.3B
$1.99M 1.73%
95,490
+12,566
ESGU icon
16
iShares ESG Aware MSCI USA ETF
ESGU
$17.3B
$1.84M 1.6%
+12,365
VCSH icon
17
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$1.51M 1.31%
18,995
+755
BCI icon
18
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.38B
$1.35M 1.17%
69,094
+4,199
BIL icon
19
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.8B
$1.33M 1.16%
14,604
-26,508
SGOV icon
20
iShares 0-3 Month Treasury Bond ETF
SGOV
$94.8B
$1.28M 1.11%
12,790
-426
VGIT icon
21
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$1.23M 1.07%
20,572
+4,144
BOND icon
22
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.03B
$1.19M 1.03%
12,792
+1,377
VSGX icon
23
Vanguard ESG International Stock ETF
VSGX
$6.65B
$926K 0.8%
12,934
+2,529
BIV icon
24
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
$701K 0.61%
9,005
-362
MSFT icon
25
Microsoft
MSFT
$2.9T
$684K 0.59%
1,414
+92
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