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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
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -5.06%
0.64%
$1.659M
7,866 shares@ $210.87 avg price
KRESpdr Ser Tr
Recent Activity
Decreased -20.81%
0.6%
$1.556M
27,483 shares@ $56.61 avg price
CFOVictory Portfolios Ii
Recent Activity
Decreased -0.71%
0.6%
$1.555M
22,278 shares@ $69.8 avg price
VDCVanguard World Fd
Recent Activity
Decreased -36.4%
0.57%
$1.471M
6,733 shares@ $218.5 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -29.24%
0.48%
$1.231M
15,645 shares@ $78.7 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -24.8%
0.46%
$1.198M
4,928 shares@ $243.07 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
Decreased -1.66%
0.44%
$1.139M
37,770 shares@ $30.16 avg price
GDXVaneck Etf Trust
Recent Activity
Decreased -35.61%
0.4%
$1.026M
25,753 shares@ $39.83 avg price
VISVanguard World Fd
Recent Activity
Decreased -20.69%
0.37%
$959,083
3,687 shares@ $260.13 avg price
PFFIshares Tr
Recent Activity
Decreased -19.99%
0.36%
$931,184
28,022 shares@ $33.24 avg price