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
$188M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$6.45M
2
+$5.65M
3
+$5.57M
4
LLY icon
Eli Lilly
LLY
+$5.06M
5
FOUR icon
Shift4
FOUR
+$4.36M

Top Sells

1
+$5.66M
2
+$4.89M
3
+$4.82M
4
TEAM icon
Atlassian
TEAM
+$4.12M
5
XYZ
Block Inc
XYZ
+$3.46M

Sector Composition

1 Technology 35.21%
2 Industrials 23.68%
3 Healthcare 14.57%
4 Consumer Discretionary 9.49%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.79%
3,100
27
$1.48M 0.79%
9,945
-15,655
28
$1.45M 0.77%
+1,106,704
29
$1.25M 0.66%
+10,000
30
$1.05M 0.56%
+115,000
31
$823K 0.44%
+29,000
32
$753K 0.4%
+20,000
33
$570K 0.3%
3,650
34
$567K 0.3%
+150,000
35
$550K 0.29%
+40,000
36
$514K 0.27%
+20,230
37
$488K 0.26%
5,000
38
$364K 0.19%
6,500
39
$214K 0.11%
+47,265
40
– –
-21,700
41
– –
-55,000
42
– –
-2,500
43
– –
-40,000
44
– –
-79,500
45
– –
-45,000
46
– –
-3,280
47
– –
-12,500
48
– –
-50,000
49
– –
-21,000
50
– –
-11,513
1
2
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