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

Top Buys

1
+$6.24M
2
+$5.19M
3
+$4.96M
4
LLY icon
Eli Lilly
LLY
+$4.63M
5
VST icon
Vistra
VST
+$3.96M

Top Sells

1
+$5.66M
2
+$4.82M
3
+$4.69M
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
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54
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58
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59
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60
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61
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3