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
$345M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$4.16M
3
+$2.7M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.35M
5
DFSD icon
Dimensional Short-Duration Fixed Income ETF
DFSD
+$1.94M

Top Sells

1
+$1.6M
2
+$592K
3
+$380K
4
PCAR icon
PACCAR
PCAR
+$331K
5
DIS icon
Walt Disney
DIS
+$320K

Sector Composition

1 Technology 14.68%
2 Consumer Staples 2.04%
3 Communication Services 1.99%
4 Consumer Discretionary 1.94%
5 Financials 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$418K 0.12%
947
-145
52
$393K 0.11%
3,780
+42
53
$390K 0.11%
431
-96
54
$375K 0.11%
2,340
+190
55
$372K 0.11%
2,140
+186
56
$366K 0.11%
543
+36
57
$361K 0.1%
+17,284
58
$346K 0.1%
4,805
+60
59
$341K 0.1%
1,687
+166
60
$329K 0.1%
6,567
+975
61
$327K 0.09%
2,753
62
$312K 0.09%
2,710
+296
63
$312K 0.09%
+4,611
64
$287K 0.08%
6,568
-56
65
$277K 0.08%
5,750
66
$245K 0.07%
1,679
-64
67
$243K 0.07%
+7,600
68
$239K 0.07%
3,246
-1,694
69
$236K 0.07%
8,190
+954
70
$234K 0.07%
1,331
-156
71
$234K 0.07%
422
-282
72
$233K 0.07%
148
-60
73
$231K 0.07%
+3,872
74
$226K 0.07%
849
-150
75
$226K 0.07%
946
+11
1 2
3
4