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
$318M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.58M
3
+$1.61M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.26M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$991K

Top Sells

1
+$1.16M
2
+$394K
3
+$228K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$163K
5
CRM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$859K 0.27%
1,768
+51
27
$819K 0.26%
25,425
+2,113
28
$810K 0.25%
6,451
+741
29
$748K 0.24%
4,258
-145
30
$675K 0.21%
17,543
+5,166
31
$655K 0.21%
1,252
+265
32
$650K 0.2%
11,936
33
$638K 0.2%
2,117
-465
34
$627K 0.2%
12,110
+2,633
35
$621K 0.2%
2,223
+1,094
36
$588K 0.19%
1,119
-34
37
$574K 0.18%
+5,330
38
$557K 0.18%
1,062
39
$550K 0.17%
2,666
+226
40
$526K 0.17%
+1,092
41
$471K 0.15%
17,338
+58
42
$466K 0.15%
969
43
$455K 0.14%
4,878
44
$450K 0.14%
12,240
-305
45
$447K 0.14%
1,299
46
$447K 0.14%
1,787
47
$440K 0.14%
+8,765
48
$431K 0.14%
2,082
+16
49
$425K 0.13%
3,738
+3
50
$410K 0.13%
+527
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