RCM

Ratan Capital Management Portfolio holdings

AUM $364M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$380M
AUM Growth
+$77.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$16.9M
3
+$15.2M
4
AGN
Allergan Inc
AGN
+$13.3M
5
EVHC
Envision Healthcare Holdings Inc
EVHC
+$11.3M

Top Sells

1
+$17.4M
2
+$15.4M
3
+$12.7M
4
HOUS
Anywhere Real Estate
HOUS
+$12.5M
5
SPB icon
Spectrum Brands
SPB
+$10.6M

Sector Composition

1 Healthcare 42.56%
2 Consumer Staples 15.65%
3 Communication Services 14.15%
4 Consumer Discretionary 4.6%
5 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-512,028
27
– –
-8,913
28
– –
-61,175
29
– –
-3,824
30
– –
-535,503
31
– –
-160,760
1
2