RCM

Ratan Capital Management Portfolio holdings

AUM $217M
1-Year Est. Return 46.96%
This Quarter Est. Return
1 Year Est. Return
+46.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$67.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$9.35M
2
+$8.03M
3
+$3.66M
4
I
INTELSAT S. A.
I
+$3.64M
5
RNG icon
RingCentral
RNG
+$2.12M

Top Sells

1
+$12.2M
2
+$10.8M
3
+$8M
4
ZUO
Zuora, Inc.
ZUO
+$7.65M
5
NFLX icon
Netflix
NFLX
+$6.3M

Sector Composition

1 Technology 43.97%
2 Consumer Staples 21.24%
3 Consumer Discretionary 10.27%
4 Communication Services 6.09%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-16,100
27
– –
0
28
– –
-100,000
29
– –
-281,175
30
– –
-197,700
31
– –
-297,567
32
– –
-279,795
1
2