Portfolio (Quarterly)
Guide ↗
RAM Investment Partners, LLC
· CIK 0001989672| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | Financial Services | 1,109 | $439K | 0.08% | SOLD |
| 2 | TLT | ISHARES TR | — | 4,718 | $411K | 0.07% | SOLD |
| 3 | FDVV | FIDELITY COVINGTON TRUST | — | 5,232 | $297K | 0.05% | SOLD |
| 4 | DFIS | DIMENSIONAL ETF TRUST | — | 7,176 | $236K | 0.04% | SOLD |
| 5 | CTAS | CINTAS CORP | Industrials | 830 | $156K | 0.03% | SOLD |
| 6 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 585 | $151K | 0.03% | SOLD |
| 7 | GE | GE AEROSPACE | Industrials | 214 | $66K | 0.01% | SOLD |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 179 | $53K | 0.01% | SOLD |
Sector Allocation
Technology
59.7%
Consumer Cyclical
11.4%
Communication Services
9.7%
Consumer Defensive
7.1%
Financial Services
4.7%
Healthcare
4.3%
Industrials
2.7%
Energy
0.4%