RCM

Ratan Capital Management Portfolio holdings

AUM $185M
1-Year Est. Return 45.19%
This Quarter Est. Return
1 Year Est. Return
+45.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.3M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$4.86M
2
+$4.39M
3
+$2.87M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.65M
5
PFE icon
Pfizer
PFE
+$2.57M

Top Sells

1
+$1.42M
2
+$1.07M
3
+$1.02M
4
MIR icon
Mirion Technologies
MIR
+$175K

Sector Composition

1 Industrials 26.6%
2 Technology 21.46%
3 Communication Services 18.98%
4 Healthcare 16.03%
5 Consumer Discretionary 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$611K 0.85%
3,650
27
$490K 0.68%
5,000
28
$453K 0.63%
13,000
29
$6K 0.01%
11,494
30
$1K ﹤0.01%
20,407
31
– –
-20,487
32
– –
0
1
2