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
$384M
AUM Growth
+$39.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.48M
3
+$4.15M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.86M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.74M

Top Sells

1
+$671K
2
+$616K
3
+$327K
4
COST icon
Costco
COST
+$281K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$272K

Sector Composition

1 Technology 14.27%
2 Consumer Staples 1.84%
3 Consumer Discretionary 1.81%
4 Communication Services 1.68%
5 Financials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.3%
2,503
+30
27
$1.14M 0.3%
13,930
-10
28
$1.13M 0.29%
20,454
-12,115
29
$1.08M 0.28%
6,313
+487
30
$1.07M 0.28%
4,108
+58
31
$1.04M 0.27%
5,278
+59
32
$848K 0.22%
4,914
+2,574
33
$841K 0.22%
1,467
+8
34
$783K 0.2%
1,335
35
$758K 0.2%
14,348
+968
36
$692K 0.18%
1,200
+8
37
$658K 0.17%
11,826
38
$647K 0.17%
5,953
-97
39
$592K 0.15%
2,163
+27
40
$562K 0.15%
1,465
+178
41
$560K 0.15%
1,147
+66
42
$557K 0.15%
6,147
43
$539K 0.14%
2,124
+17
44
$536K 0.14%
1,015
+3
45
$524K 0.14%
1,904
+64
46
$512K 0.13%
5,215
+3,015
47
$511K 0.13%
2,530
-171
48
$504K 0.13%
17,353
+14
49
$501K 0.13%
6,062
50
$496K 0.13%
4,878
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