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
$345M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.16M
3
+$2.7M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.35M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.94M

Top Sells

1
+$1.6M
2
+$592K
3
+$380K
4
PCAR icon
PACCAR
PCAR
+$331K
5
DIS icon
Walt Disney
DIS
+$320K

Sector Composition

1 Technology 14.68%
2 Consumer Staples 2.04%
3 Communication Services 1.99%
4 Consumer Discretionary 1.94%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.35%
36,313
+10,888
27
$1.01M 0.29%
2,473
+148
28
$967K 0.28%
18,924
+6,814
29
$895K 0.26%
5,219
+59
30
$823K 0.24%
5,826
-625
31
$801K 0.23%
4,050
-208
32
$794K 0.23%
1,459
+207
33
$770K 0.22%
1,335
+273
34
$661K 0.19%
13,380
+4,615
35
$652K 0.19%
1,192
+73
36
$645K 0.19%
6,050
+720
37
$637K 0.19%
2,701
+35
38
$613K 0.18%
11,826
-110
39
$549K 0.16%
2,136
+19
40
$538K 0.16%
+6,147
41
$518K 0.15%
1,081
+457
42
$506K 0.15%
1,012
+43
43
$492K 0.14%
+6,062
44
$483K 0.14%
1,840
-383
45
$481K 0.14%
1,287
-12
46
$471K 0.14%
4,878
47
$467K 0.14%
17,339
+1
48
$440K 0.13%
12,240
49
$438K 0.13%
2,107
+25
50
$433K 0.13%
1,787
1
2
3 4