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Ramu Singh

@Calton & Associates, Inc.

Latest period2024 - Q3ReportedManaged Assets$261.666MTotal holdings241
Assets growth rate31%Assets growth rate (2-Q avg)14.17%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Calton & Associates, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 241 positions.

Assets under management

The assets under management (AUM) of Calton & Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 261.666M in assets, with a quarterly growth rate of 31% and a 2-quarter average growth rate of 14.17%. The portfolio is managed by Ramu Singh, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FLRNSpdr Ser Tr
Recent Activity
Decreased -15.43%
2.11%
$5.497M
178,172 shares@ $30.86 avg price
VFHVanguard World Fd
Recent Activity
Decreased -36.23%
2%
$5.217M
47,463 shares@ $109.92 avg price
PSTRNorthern Lts Fd Tr Ii
Recent Activity
Decreased -16.1%
1.94%
$5.066M
184,529 shares@ $27.46 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -31.06%
1.72%
$4.49M
11,693 shares@ $383.96 avg price
MGCVanguard World Fd
Recent Activity
Decreased -31.96%
1.34%
$3.5M
16,936 shares@ $206.65 avg price
VHTVanguard World Fd
Recent Activity
Decreased -35.33%
1.24%
$3.242M
11,487 shares@ $282.21 avg price
SPYDSpdr Ser Tr
Recent Activity
Decreased -30.77%
1.13%
$2.937M
64,340 shares@ $45.66 avg price
PTNQPacer Fds Tr
Recent Activity
Decreased -5.46%
0.9%
$2.352M
32,069 shares@ $73.34 avg price
SRLNSsga Active Etf Tr
Recent Activity
Decreased -44.02%
0.87%
$2.268M
54,316 shares@ $41.77 avg price
SLYVSpdr Ser Tr
Recent Activity
Decreased -37.24%
0.78%
$2.039M
23,484 shares@ $86.83 avg price