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
$371M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$12.3M
3
+$11.4M
4
JD icon
JD.com
JD
+$9.12M
5
TSM icon
TSMC
TSM
+$8.85M

Top Sells

1
+$20.1M
2
+$19.9M
3
+$6.75M
4
WDC icon
Western Digital
WDC
+$6.06M
5
FOUR icon
Shift4
FOUR
+$4.07M

Sector Composition

1 Technology 37.56%
2 Industrials 19.8%
3 Consumer Discretionary 16.17%
4 Healthcare 11.3%
5 Utilities 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 0.61%
19,649
-30,103
27
$1.37M 0.37%
3,100
28
$1.31M 0.35%
28,800
-76,957
29
$502K 0.14%
5,000
30
$499K 0.13%
3,650
31
$418K 0.11%
6,500
32
$254K 0.07%
4,800
33
– –
-20,000
34
– –
-6,600
35
– –
-100,500
36
– –
-144,404
37
– –
-5,632
38
– –
-20,000
39
– –
-9,945
40
– –
-105,840
41
– –
-400,000
42
– –
-150,000
1
2