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
76
$240K 0.08%
+1,400
77
$234K 0.07%
935
-38
78
$219K 0.07%
+145
79
$218K 0.07%
7,236
80
$212K 0.07%
+1,343
81
$210K 0.07%
+10,149
82
$209K 0.07%
+7,630
83
$207K 0.07%
+4,245
84
$206K 0.06%
1,000
-115
85
$205K 0.06%
2,167
+14
86
$200K 0.06%
+405
87
$124K 0.04%
17,491
+1
88
– –
-7,842
89
– –
-2,376
1 2 3
4