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
$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
-28,000
27
-1,184
28
-15,000