RIP

RAM Investment Partners Portfolio holdings

AUM $553M
1-Year Est. Return 17.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$1.45M
2 +$375K
3 +$339K
4
NVDA icon
NVIDIA
NVDA
+$291K
5
SBUX icon
Starbucks
SBUX
+$246K

Sector Composition

1 Technology 14.68%
2 Consumer Discretionary 1.41%
3 Consumer Staples 1.37%
4 Communication Services 0.97%
5 Healthcare 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-434
52
-8,952