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
$119M
AUM Growth
-$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$5.71M
3
+$5.31M
4
PYPL icon
PayPal
PYPL
+$2.72M
5
FOUR icon
Shift4
FOUR
+$2.12M

Top Sells

1
+$10.3M
2
+$5.19M
3
+$3.67M
4
BILL icon
BILL Holdings
BILL
+$2.49M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$386K 0.32%
27,844
27
$357K 0.3%
6,500
28
$212K 0.18%
2,250
29
$54K 0.05%
417,752
30
$11K 0.01%
20,407
31
$8K 0.01%
22,463
32
$5K ﹤0.01%
11,494
33
– –
-1,250
34
– –
-10,983
35
– –
-48,800
36
– –
-23,167
37
– –
-1,600
38
– –
-50,000
39
– –
-3,025
40
– –
-1,500
41
– –
-37,000
42
– –
-61,944
43
– –
-712,746
1
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