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

Top Buys

1
+$39.3M
2
+$13.8M
3
+$11.7M
4
NFLX icon
Netflix
NFLX
+$11.6M
5
PYPL icon
PayPal
PYPL
+$11.2M

Top Sells

1
+$1.78M
2
+$1.7M
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 1.02%
+95,000
27
$4.17M 0.93%
+14,200
28
$4.16M 0.93%
55,773
-22,766
29
$3.94M 0.88%
+34,273
30
$3.57M 0.79%
+28,200
31
$3.53M 0.78%
54,391
+15,738
32
$3.07M 0.68%
+40,000
33
$2.31M 0.51%
+183,500
34
$2.27M 0.5%
+14,177
35
$1.62M 0.36%
+60,000
36
$1.43M 0.32%
300,000
+200,000
37
– –
0
38
– –
0
39
– –
0
40
– –
-21,135
41
– –
-55,000
1
2