RIP

RAM Investment Partners Portfolio holdings

AUM $533M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.22M
3
+$2.06M
4
UNH icon
UnitedHealth
UNH
+$1.64M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.41M

Top Sells

1
+$1.46M
2
+$1.42M
3
+$610K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$548K
5
COST icon
Costco
COST
+$535K

Sector Composition

1 Technology 11.85%
2 Consumer Discretionary 3.2%
3 Consumer Staples 1.85%
4 Communication Services 1.56%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.32%
31,834
-650
27
$1.31M 0.32%
5,043
-19
28
$1.24M 0.31%
5,905
+631
29
$1.23M 0.3%
2,317
-217
30
$1.23M 0.3%
4,467
31
$1.13M 0.28%
17,813
+1,792
32
$866K 0.21%
11,918
-2,229
33
$860K 0.21%
6,151
+62
34
$856K 0.21%
2,441
+395
35
$852K 0.21%
5,091
-202
36
$815K 0.2%
1,457
-15
37
$804K 0.2%
15,823
-2,724
38
$727K 0.18%
7,865
+1,515
39
$714K 0.18%
1,317
-15
40
$694K 0.17%
1,234
+24
41
$674K 0.17%
13,584
+5,440
42
$621K 0.15%
2,196
+72
43
$617K 0.15%
5,852
-11
44
$609K 0.15%
11,826
45
$595K 0.15%
2,219
-83
46
$569K 0.14%
6,147
47
$566K 0.14%
1,033
+50
48
$545K 0.13%
1,162
-5
49
$545K 0.13%
13,840
50
$543K 0.13%
1,465
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