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
$214M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$17.3M
3
+$10.6M
4
SBUX icon
Starbucks
SBUX
+$6.57M
5
NFLX icon
Netflix
NFLX
+$5.51M

Top Sells

1
+$15.5M
2
+$4.39M
3
+$4.06M
4
WWE
World Wrestling Entertainment
WWE
+$3.48M
5
HDB icon
HDFC Bank
HDB
+$2.76M

Sector Composition

1 Technology 50.8%
2 Consumer Discretionary 11.76%
3 Industrials 7.99%
4 Healthcare 6.04%
5 Communication Services 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.13%
10,000
27
$2.07M 0.97%
+1,150,000
28
$1.7M 0.79%
200,000
29
$1.63M 0.76%
10,400
30
$1.26M 0.59%
+9,000
31
$1.15M 0.54%
41,550
-19,900
32
$1.14M 0.53%
+40,711
33
$1.07M 0.5%
27,854
-71,801
34
$1.01M 0.47%
9,403
-24,471
35
$522K 0.24%
18,000
36
$501K 0.23%
7,200
-5,500
37
$488K 0.23%
+250,000
38
– –
-12,408
39
– –
-122,597
40
– –
-53,634
41
– –
-650,000
1
2