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
76
$265K 0.07%
+8,828
77
$262K 0.06%
3,955
78
$261K 0.06%
151
+4
79
$256K 0.06%
+3,260
80
$244K 0.06%
3,293
+47
81
$241K 0.06%
+1,424
82
$235K 0.06%
10,149
83
$228K 0.06%
+2,925
84
$225K 0.06%
7,600
85
$224K 0.06%
4,400
-1,350
86
$222K 0.05%
1,265
87
$219K 0.05%
4,301
+56
88
$216K 0.05%
2,865
89
$81.3K 0.02%
17,487
-5
90
– –
-434
91
– –
-962
92
– –
-1,041
93
– –
-2,706
94
– –
-1,751
95
– –
-450
96
– –
-988
97
– –
-2,814
98
– –
-1,072
1 2 3
4