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
$236M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.5M
3
+$1.67M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.57M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$712K

Top Sells

1
+$3.34M
2
+$1.49M
3
+$742K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$518K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$241K

Sector Composition

1 Technology 13.97%
2 Communication Services 1.71%
3 Consumer Discretionary 1.49%
4 Consumer Staples 1.21%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$653K 0.28%
6,162
+1,712
27
$595K 0.25%
1,393
28
$556K 0.24%
18,912
-2,719
29
$545K 0.23%
11,936
30
$518K 0.22%
2,553
-72
31
$495K 0.21%
1,153
-202
32
$439K 0.19%
1,462
-141
33
$410K 0.17%
17,262
+4,380
34
$371K 0.16%
945
35
$368K 0.16%
11,294
+1,223
36
$367K 0.16%
4,878
37
$364K 0.15%
3,761
-17
38
$361K 0.15%
+2,608
39
$266K 0.11%
1,106
+8
40
$265K 0.11%
7,460
-37
41
$252K 0.11%
1,615
-535
42
$245K 0.1%
1,065
+14
43
$231K 0.1%
5,750
44
$224K 0.09%
5,541
-100
45
$222K 0.09%
+943
46
$218K 0.09%
1,293
+21
47
$217K 0.09%
426
+14
48
$216K 0.09%
1,838
-149
49
$208K 0.09%
1,465
50
$201K 0.09%
+2,207
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