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RAM Investment Partners Portfolio holdings

AUM $569M
1-Year Est. Return 16.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$569M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$3.29M
3
+$2.73M
4
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$2.23M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.09M

Top Sells

1
+$439K
2
+$411K
3
+$404K
4
COST icon
Costco
COST
+$365K
5
FDVV icon
Fidelity High Dividend ETF
FDVV
+$297K

Sector Composition

1 Technology 11.66%
2 Communication Services 2.47%
3 Consumer Discretionary 2.34%
4 Consumer Staples 1.45%
5 Healthcare 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
51
Johnson & Johnson
JNJ
$550B
$728K 0.13%
2,978
+689
SPMO icon
52
Invesco S&P 500 Momentum ETF
SPMO
$21.6B
$689K 0.12%
6,147
VXUS icon
53
Vanguard Total International Stock ETF
VXUS
$155B
$676K 0.12%
8,767
UNH icon
54
UnitedHealth
UNH
$364B
$646K 0.11%
+2,386
DFAW icon
55
Dimensional World Equity ETF
DFAW
$1.42B
$641K 0.11%
8,690
+1,066
VUG icon
56
Vanguard Growth ETF
VUG
$225B
$636K 0.11%
8,742
PRCH icon
57
Porch Group
PRCH
$1.35B
$616K 0.11%
85,940
-9,550
MUB icon
58
iShares National Muni Bond ETF
MUB
$45.3B
$609K 0.11%
5,734
+2
DFAT icon
59
Dimensional US Targeted Value ETF
DFAT
$14B
$608K 0.11%
9,732
-1,494
ABT icon
60
Abbott
ABT
$154B
$602K 0.11%
5,862
+220
NFLX icon
61
Netflix
NFLX
$326B
$583K 0.1%
6,062
+1,370
NKE icon
62
Nike
NKE
$66.9B
$582K 0.1%
11,011
-1,835
NULG icon
63
Nuveen ESG Large-Cap Growth ETF
NULG
$2.76B
$551K 0.1%
6,062
ESGV icon
64
Vanguard ESG US Stock ETF
ESGV
$13.2B
$548K 0.1%
4,878
MA icon
65
Mastercard
MA
$433B
$535K 0.09%
1,072
+320
WFC icon
66
Wells Fargo
WFC
$252B
$508K 0.09%
+6,380
STIP icon
67
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$502K 0.09%
+4,857
SGOV icon
68
iShares 0-3 Month Treasury Bond ETF
SGOV
$94.9B
$473K 0.08%
+4,700
JPM icon
69
JPMorgan Chase
JPM
$871B
$464K 0.08%
1,579
+55
VWOB icon
70
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.13B
$452K 0.08%
6,887
+888
AMD icon
71
Advanced Micro Devices
AMD
$876B
$417K 0.07%
2,050
+1,414
VO icon
72
Vanguard Mid-Cap ETF
VO
$105B
$414K 0.07%
5,764
+16
VT icon
73
Vanguard Total World Stock ETF
VT
$75.8B
$413K 0.07%
2,982
+14
GS icon
74
Goldman Sachs
GS
$323B
$407K 0.07%
+481
SBUX icon
75
Starbucks
SBUX
$115B
$398K 0.07%
4,441
+117
1 2
3
4 5