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
$670M
AUM Growth
+$370M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1 +$28.3M
2 +$27.8M
3 +$24.2M
4
IAU icon
iShares Gold Trust
IAU
+$18.8M
5
LCID icon
Lucid Motors
LCID
+$14.7M

Top Sells

1 +$7.84M
2 +$7.27M
3 +$5.08M
4
MA icon
Mastercard
MA
+$3.38M
5
VIAV icon
Viavi Solutions
VIAV
+$2.42M

Sector Composition

1 Technology 30.83%
2 Industrials 18.94%
3 Healthcare 11.73%
4 Consumer Discretionary 10.53%
5 Communication Services 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.04M 0.15%
+99,320
77
$1M 0.15%
+4,000
78
$882K 0.13%
+100,000
79
$867K 0.13%
+8,000
80
$805K 0.12%
7,200
81
$722K 0.11%
+42,210
82
$657K 0.1%
+150,000
83
$604K 0.09%
+56,499
84
$505K 0.07%
+701,961
85
$473K 0.07%
12,600
86
$459K 0.07%
+310,191
87
$408K 0.06%
+1,079
88
$398K 0.06%
+55,556
89
$370K 0.05%
+66,666
90
$363K 0.05%
+225,520
91
$318K 0.05%
+150,000
92
$269K 0.04%
+125,000
93
$257K 0.04%
+10,000
94
$257K 0.04%
+151,425
95
$251K 0.04%
+266,666
96
$235K 0.03%
+181,000
97
$198K 0.03%
+75,299
98
$193K 0.03%
+50,000
99
$127K 0.02%
+38,528
100
$126K 0.02%
+64,500