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RAM Investment Partners Portfolio holdings
AUM
$569M
1-Year Est. Return
16.27%
This Fund
S&P 500
1 Year Est. Return
+16.27%
AUM
$569M
AUM Growth
+$16.3M
(+3%)
Holding
129
Top Buys
| 1 | +$5.87M | |
| 2 | +$3.29M | |
| 3 | +$2.73M | |
| 4 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$2.23M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$2.09M |
Top Sells
| 1 | +$439K | |
| 2 | +$411K | |
| 3 | +$404K | |
| 4 |
Costco
COST
|
+$365K |
| 5 |
Fidelity High Dividend ETF
FDVV
|
+$297K |
Sector Composition
| 1 | Technology | 11.66% |
| 2 | Communication Services | 2.47% |
| 3 | Consumer Discretionary | 2.34% |
| 4 | Consumer Staples | 1.45% |
| 5 | Healthcare | 0.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
SPDR Gold Trust
GLD
$137B
| – | – |
-1,109
|
|
||
127
IBM
IBM
$234B
| – | – |
-179
|
|
||
128
iShares 20+ Year Treasury Bond ETF
TLT
$41.1B
| – | – |
-4,718
|
|
||
129
Dimensional International Small Cap ETF
DFIS
$5.83B
| – | – |
-7,176
|
|