RCM

Ratan Capital Management Portfolio holdings

AUM $364M
1-Year Est. Return 27.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$45.4M
2
+$6.39M
3
+$5.16M
4
VRT icon
Vertiv
VRT
+$4.39M
5
PYPL icon
PayPal
PYPL
+$4.1M

Top Sells

1
+$1.14M
2
+$902K
3
+$271K
4
CLVT icon
Clarivate
CLVT
+$163K

Sector Composition

1 Technology 22.66%
2 Industrials 14.25%
3 Consumer Discretionary 11.13%
4 Communication Services 7.68%
5 Financials 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$445K 0.36%
13,000
27
$1K ﹤0.01%
11,494
28
$1K ﹤0.01%
20,407
29
– –
-17,355
30
– –
-10,000
1
2