Ramiah Investment Group
Q2 2020 13F-HR Holdings
Net value change ($000)
+38,373
(68.1%)
New positions
22
Sold out positions
16
Turnover %
19.2%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q1 2020
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| QQQ | 8,765 | 204.1% |
| SPY | 7,239 | 123.6% |
| IVW | 6,904 | 206.7% |
| NVDA | 1,280 | NEW |
| REGN | 1,253 | NEW |
| IWM | 1,201 | NEW |
| MKTX | 1,145 | NEW |
| FTNT | 1,143 | NEW |
| NEM | 1,137 | NEW |
| SCHH | 1,131 | NEW |
Top Reduces (Value $000, Stocks/ETFs)
| VNQ | -917 | -100.0% |
| BIV | -564 | -100.0% |
| BNDX | -519 | -100.0% |
| SNPS | -442 | -100.0% |
| BSCO | -356 | -100.0% |
| Invesco Exchange-Traded Self-Indexed Fund Trust | -353 | -100.0% |
| BLACKROCK MUNIYIELD INVESTMENT QUALITY FUND | -211 | -100.0% |
| BLACKROCK MUNIHOLDINGS INVESTMENT QUALITY FUND | -206 | -100.0% |
| XENWX | -204 | -100.0% |
| BLACKROCK MUNIHOLDINGS QUALITY FUND II, INC. | -202 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|