RIP

RAM Investment Partners Portfolio holdings

AUM $533M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
-$1.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.22M
3
+$2.06M
4
UNH icon
UnitedHealth
UNH
+$1.64M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$1.41M

Top Sells

1
+$1.46M
2
+$1.42M
3
+$610K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$548K
5
COST icon
Costco
COST
+$535K

Sector Composition

1 Technology 11.85%
2 Consumer Discretionary 3.2%
3 Consumer Staples 1.85%
4 Communication Services 1.56%
5 Financials 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$538K 0.13%
18,461
52
$535K 0.13%
1,041
-1,187
53
$531K 0.13%
4,002
+108
54
$497K 0.12%
5,330
+90
55
$478K 0.12%
4,878
56
$475K 0.12%
6,062
57
$440K 0.11%
7,187
+2,383
58
$430K 0.11%
1,614
-79
59
$429K 0.11%
4,718
60
$391K 0.1%
1,356
61
$383K 0.09%
1,561
+94
62
$360K 0.09%
2,481
-300
63
$357K 0.09%
4,857
-145
64
$344K 0.08%
2,963
65
$343K 0.08%
416
+25
66
$340K 0.08%
2,048
-42
67
$329K 0.08%
3,358
+39
68
$328K 0.08%
+5,495
69
$323K 0.08%
5,035
+27
70
$309K 0.08%
10,113
+1,285
71
$305K 0.08%
5,072
-2,787
72
$304K 0.08%
+10,746
73
$298K 0.07%
6,586
-2,189
74
$284K 0.07%
152
+1
75
$276K 0.07%
3,955
1 2
3
4