RIP

RAM Investment Partners Portfolio holdings

AUM $476M
1-Year Est. Return 13.23%
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$41.6M
2
+$24.1M
3
+$16.1M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$12.4M
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.82%
2 Consumer Discretionary 1.37%
3 Consumer Staples 1.33%
4 Healthcare 1.21%
5 Energy 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$516K 0.32%
+1,342
27
$485K 0.3%
+33,170
28
$441K 0.27%
+2,499
29
$438K 0.27%
+11,135
30
$429K 0.26%
+3,910
31
$423K 0.26%
+4,763
32
$416K 0.26%
+1,088
33
$409K 0.25%
+6,215
34
$389K 0.24%
+3,154
35
$375K 0.23%
+3,771
36
$346K 0.21%
+4,228
37
$318K 0.2%
+2,395
38
$306K 0.19%
+10,071
39
$296K 0.18%
+842
40
$286K 0.18%
+12,882
41
$272K 0.17%
+1,137
42
$246K 0.15%
+2,484
43
$245K 0.15%
+1,365
44
$238K 0.15%
+2,157
45
$230K 0.14%
+434
46
$224K 0.14%
+5,750
47
$217K 0.13%
+1,046
48
$207K 0.13%
+1,465
49
$201K 0.12%
+7,599
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