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
$239M
AUM Growth
+$53.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$1.19M
2 +$968K
3 +$291K
4
GLD icon
SPDR Gold Trust
GLD
+$203K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$157K

Sector Composition

1 Technology 15.97%
2 Communication Services 1.68%
3 Consumer Discretionary 1.43%
4 Consumer Staples 1.14%
5 Healthcare 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$165K 0.07%
10,317
-537
52
-1,110