RIP
RAM Investment Partners Portfolio holdings
AUM
$476M
This Quarter Return
+5.36%
1 Year Return
+13.23%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$318M
AUM Growth
+$318M
(+11%)
Cap. Flow
+$20.4M
Cap. Flow
% of AUM
6.42%
Top 10 Holdings %
Top 10 Hldgs %
81.73%
Holding
91
New
24
Increased
40
Reduced
11
Closed
2
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$1.16M |
| 2 |
Intel
INTC
|
$394K |
| 3 |
Starbucks
SBUX
|
$228K |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$163K |
| 5 |
Salesforce
CRM
|
$140K |
Sector Composition
| 1 | Technology | 14.29% |
| 2 | Consumer Staples | 2.07% |
| 3 | Consumer Discretionary | 1.96% |
| 4 | Communication Services | 1.79% |
| 5 | Financials | 1.19% |
