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
51
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52
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53
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54
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55
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56
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-1,866
57
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58
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-44,785
59
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-40,000
60
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-11,000
61
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-10,000
1 2
3