RCM
Ratan Capital Management Portfolio holdings
AUM
$217M
This Quarter Return
-25.32%
1 Year Return
+46.96%
3 Year Return
+417.25%
5 Year Return
+471.58%
10 Year Return
+3,575.09%
AUM
$119M
AUM Growth
+$119M
(-18%)
Cap. Flow
+$16.3M
Cap. Flow
% of AUM
13.72%
Top 10 Holdings %
Top 10 Hldgs %
84.28%
Holding
43
New
3
Increased
5
Reduced
4
Closed
11
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$21.2M |
| 2 |
Amazon
AMZN
|
$13.6M |
| 3 |
ServiceNow
NOW
|
$5.71M |
| 4 |
PayPal
PYPL
|
$2.72M |
| 5 |
Shift4
FOUR
|
$2.12M |
Top Sells
| 1 |
MongoDB
MDB
|
$10.3M |
| 2 |
Cintas
CTAS
|
$5.19M |
| 3 |
Unity
U
|
$3.67M |
| 4 |
BILL Holdings
BILL
|
$2.49M |
| 5 |
Microsoft
MSFT
|
$2.31M |
Sector Composition
| 1 | Technology | 34.89% |
| 2 | Industrials | 20.97% |
| 3 | Consumer Discretionary | 13.11% |
| 4 | Financials | 3.62% |
| 5 | Healthcare | 2.86% |
