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
$670M
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$27.8M
3
+$24.2M
4
IAU icon
iShares Gold Trust
IAU
+$18.8M
5
LCID icon
Lucid Motors
LCID
+$14.7M

Top Sells

1
+$7.84M
2
+$7.27M
3
+$5.08M
4
MA icon
Mastercard
MA
+$3.38M
5
VIAV icon
Viavi Solutions
VIAV
+$2.42M

Sector Composition

1 Technology 30.83%
2 Industrials 18.94%
3 Healthcare 11.73%
4 Consumer Discretionary 10.53%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.45M 1.39%
82,651
+7,651
27
$9.2M 1.36%
+905,700
28
$8.66M 1.28%
640,000
29
$8.6M 1.27%
104,104
30
$8.21M 1.21%
225,000
31
$8.16M 1.2%
+800,000
32
$7.83M 1.15%
+799,998
33
$7.57M 1.12%
+714,000
34
$7.53M 1.11%
60,000
35
$7.45M 1.1%
1,150,000
36
$7.29M 1.08%
37,000
+1,000
37
$6.87M 1.01%
60,455
-14,076
38
$6.54M 0.97%
36,000
39
$6.51M 0.96%
41,325
+3,325
40
$6.31M 0.93%
+600,000
41
$6.2M 0.92%
+50,000
42
$6.11M 0.9%
+275,000
43
$5.74M 0.85%
32,346
44
$5.65M 0.83%
12,800
45
$5.51M 0.81%
+554,100
46
$5.25M 0.77%
+487,629
47
$5.2M 0.77%
+138,740
48
$4.77M 0.7%
+185,550
49
$4.68M 0.69%
+4,500
50
$4.63M 0.68%
+100,000
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