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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
VDEVanguard World Fd
Recent Activity
Exited
0%
$1.097M
8,596 shares@ $127.58 avg price
IVWIshares Tr
Recent Activity
Exited
0%
$934,011
10,093 shares@ $92.55 avg price
PTLCPacer Fds Tr
Recent Activity
Exited
0%
$899,213
18,071 shares@ $49.77 avg price
IVTInventrust Pptys Corp
Recent Activity
Exited
0%
$722,669
29,187 shares@ $24.76 avg price
IJTIshares Tr
Recent Activity
Exited
0%
$601,402
4,683 shares@ $128.43 avg price
XBISpdr Ser Tr
Recent Activity
Exited
0%
$512,363
5,527 shares@ $92.71 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$468,886
8,564 shares@ $54.76 avg price
DXJWisdomtree Tr
Recent Activity
Exited
0%
$447,162
3,963 shares@ $112.84 avg price
CTBICommunity Tr Bancorp Inc
Recent Activity
Exited
0%
$423,415
9,698 shares@ $43.67 avg price
MAMastercard Incorporated
Recent Activity
Exited
0%
$402,779
913 shares@ $441.16 avg price