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
$308M
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$12.9M
3
+$11.4M
4
PYPL icon
PayPal
PYPL
+$10.9M
5
ZM icon
Zoom
ZM
+$10.9M

Top Sells

1
+$1.86M
2
+$1.78M
3
+$435K

Sector Composition

1 Technology 48.89%
2 Healthcare 15.08%
3 Financials 9.43%
4 Communication Services 6.02%
5 Consumer Discretionary 1.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.59M 1.49%
+95,000
27
$4.17M 1.35%
+14,200
28
$4.16M 1.35%
55,773
-22,766
29
$3.94M 1.28%
+34,273
30
$3.57M 1.16%
+28,200
31
$3.53M 1.14%
54,391
+15,738
32
$3.07M 0.99%
+40,000
33
$2.31M 0.75%
+183,500
34
$2.27M 0.74%
+14,177
35
$1.62M 0.52%
+60,000
36
$1.43M 0.46%
300,000
+200,000
37
– –
0
38
– –
0
39
– –
0
40
– –
-21,135
41
– –
-55,000
1
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