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
$407M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$3.64M
3
+$2.83M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.73M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.4M

Top Sells

1
+$330K
2
+$284K
3
+$266K
4
UNH icon
UnitedHealth
UNH
+$263K
5
GEHC icon
GE HealthCare
GEHC
+$254K

Sector Composition

1 Technology 14.22%
2 Consumer Discretionary 3.93%
3 Consumer Staples 1.91%
4 Communication Services 1.82%
5 Financials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$509K 0.13%
2,124
52
$491K 0.12%
13,840
+1,600
53
$491K 0.12%
18,461
+1,108
54
$477K 0.12%
1,807
+832
55
$467K 0.11%
524
-9
56
$462K 0.11%
+7,859
57
$452K 0.11%
2,781
+251
58
$440K 0.11%
3,894
+63
59
$413K 0.1%
2,090
+19
60
$412K 0.1%
4,718
-497
61
$408K 0.1%
8,144
+1,275
62
$386K 0.1%
8,775
+2,260
63
$374K 0.09%
1,693
-89
64
$360K 0.09%
5,002
+154
65
$352K 0.09%
1,467
-310
66
$348K 0.09%
2,963
67
$328K 0.08%
1,356
+356
68
$326K 0.08%
17,284
69
$316K 0.08%
5,008
+1,955
70
$303K 0.07%
3,319
+1,234
71
$302K 0.07%
391
-58
72
$300K 0.07%
4,804
+637
73
$288K 0.07%
9,351
+1,061
74
$273K 0.07%
977
+169
75
$269K 0.07%
836
1 2
3
4