Ramu Singh

@Calton & Associates, Inc.

Latest period2024 - Q3

Reported2mo 29d ago

Managed Assets$261.666M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JEPIJ P Morgan Exchange Traded F Recent Activity New Position	1.4%	$3.647M 61,275 shares@ $59.52 avg price	New Position
HELOJ P Morgan Exchange Traded F Recent Activity New Position	1.17%	$3.044M 49,785 shares@ $61.15 avg price	New Position
LQDIshares Tr Recent Activity New Position	0.87%	$2.259M 19,991 shares@ $112.99 avg price	New Position
GOVTIshares Tr Recent Activity New Position	0.81%	$2.094M 89,301 shares@ $23.45 avg price	New Position
GCOWPacer Fds Tr Recent Activity New Position	0.66%	$1.709M 46,839 shares@ $36.5 avg price	New Position
UNHUnitedhealth Group Inc Recent Activity New Position	0.6%	$1.551M 2,652 shares@ $584.79 avg price	New Position
KORPAmerican Centy Etf Tr Recent Activity New Position	0.33%	$840,935 17,407 shares@ $48.32 avg price	New Position
SMHVaneck Etf Trust Recent Activity New Position	0.32%	$827,676 3,372 shares@ $245.46 avg price	New Position
VVisa Inc Recent Activity New Position	0.31%	$802,946 2,920 shares@ $274.99 avg price	New Position
RITMRithm Capital Corp Recent Activity New Position	0.3%	$762,880 67,214 shares@ $11.36 avg price	New Position