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
$132M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$7.83M
3
+$6.2M
4
META icon
Meta Platforms (Facebook)
META
+$6.01M
5
AMZN icon
Amazon
AMZN
+$4.89M

Top Sells

1
+$2.7M
2
+$2.57M
3
+$1.69M
4
TSM icon
TSMC
TSM
+$1.51M
5
BABA icon
Alibaba
BABA
+$1.25M

Sector Composition

1 Technology 39.96%
2 Industrials 18.13%
3 Communication Services 16.75%
4 Healthcare 14.29%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$658K 0.5%
3,342
27
$483K 0.37%
3,650
28
$384K 0.29%
6,500
29
$364K 0.28%
+4,000
30
$360K 0.27%
5,000
31
$4K ﹤0.01%
11,494
32
$1K ﹤0.01%
20,407
33
– –
-15,000
34
– –
-9,646
35
– –
-335,688
36
– –
-70,054
37
– –
-40,000
38
– –
-5,000
39
– –
-15,000
40
– –
-20,000
1
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