RCM

Ratan Capital Management Portfolio holdings

AUM $185M
1-Year Est. Return 45.19%
This Quarter Est. Return
1 Year Est. Return
+45.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$70.3M
AUM Growth
-$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$2.42M
3
+$328K

Top Sells

1
+$11.5M
2
+$9.05M
3
+$7.92M
4
OKTA icon
Okta
OKTA
+$7.73M
5
RNG icon
RingCentral
RNG
+$7.57M

Sector Composition

1 Technology 86.36%
2 Consumer Discretionary 6.59%
3 Healthcare 3.44%
4 Consumer Staples 3.15%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,184
27
– –
-15,000
28
– –
-1,000
1
2