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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
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$401,288
4,775 shares@ $84.04 avg price
URIUnited Rentals Inc
Recent Activity
Exited
0%
$392,565
607 shares@ $646.73 avg price
CHDChurch & Dwight Co Inc
Recent Activity
Exited
0%
$338,308
3,263 shares@ $103.69 avg price
GEGe Aerospace
Recent Activity
Exited
0%
$328,643
2,067 shares@ $159.0 avg price
EWZIshares Inc
Recent Activity
Exited
0%
$304,164
11,129 shares@ $27.34 avg price
DGRWWisdomtree Tr
Recent Activity
Exited
0%
$292,531
3,748 shares@ $78.05 avg price
AMATApplied Matls Inc
Recent Activity
Exited
0%
$269,973
1,144 shares@ $236.0 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Exited
0%
$262,935
1,513 shares@ $173.79 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$258,424
775 shares@ $333.46 avg price
VGTVanguard World Fd
Recent Activity
Exited
0%
$252,546
438 shares@ $576.59 avg price