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
$236M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.5M
3
+$1.67M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.57M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$712K

Top Sells

1
+$3.34M
2
+$1.49M
3
+$742K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$518K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$241K

Sector Composition

1 Technology 13.97%
2 Communication Services 1.71%
3 Consumer Discretionary 1.49%
4 Consumer Staples 1.21%
5 Healthcare 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$165K 0.07%
10,960
+643
52
$98.5K 0.04%
+17,489
53
– –
-1
54
– –
-1,543
55
– –
-5,076
1 2
3