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
$318M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.58M
3
+$1.61M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.26M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$991K

Top Sells

1
+$1.16M
2
+$394K
3
+$228K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$163K
5
CRM icon
Salesforce
CRM
+$140K

Sector Composition

1 Technology 14.29%
2 Consumer Staples 2.07%
3 Consumer Discretionary 1.96%
4 Communication Services 1.79%
5 Financials 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.12%
+1,097
52
$357K 0.11%
+4,940
53
$355K 0.11%
704
+269
54
$345K 0.11%
+3,795
55
$345K 0.11%
+4,745
56
$333K 0.1%
2,753
57
$320K 0.1%
+2,618
58
$316K 0.1%
+208
59
$308K 0.1%
507
-2
60
$305K 0.1%
1,521
+175
61
$285K 0.09%
2,150
+170
62
$282K 0.09%
5,592
+237
63
$281K 0.09%
+2,414
64
$277K 0.09%
5,750
65
$277K 0.09%
+624
66
$277K 0.09%
6,624
+1,648
67
$276K 0.09%
1,743
+55
68
$275K 0.09%
+1,088
69
$270K 0.09%
999
70
$266K 0.08%
+1,954
71
$257K 0.08%
+1,205
72
$248K 0.08%
1,465
73
$248K 0.08%
+1,089
74
$244K 0.08%
+1,439
75
$243K 0.08%
1,487
-30
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3
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