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
$112M
AUM Growth
-$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$8.71M
3
+$7.92M
4
OKTA icon
Okta
OKTA
+$7.73M
5
TWLO icon
Twilio
TWLO
+$7.47M

Top Sells

1
+$26.5M
2
+$15.7M
3
+$8.03M
4
DAY icon
Dayforce
DAY
+$7.82M
5
IAC icon
IAC Inc
IAC
+$7.37M

Sector Composition

1 Technology 68.27%
2 Consumer Staples 13.77%
3 Financials 8.16%
4 Consumer Discretionary 6.9%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-190,244
27
– –
-51,000
28
– –
0
29
– –
-41,588
30
– –
-294,999
31
– –
-55,647
32
– –
-200,040
33
– –
-306,017
34
– –
-1,198,715
1
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