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
$774M
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$11.6M
3
+$8.57M
4
IONQ icon
IonQ
IONQ
+$8.03M
5
FOUR icon
Shift4
FOUR
+$7.93M

Top Sells

1
+$28M
2
+$21.1M
3
+$19.8M
4
MDB icon
MongoDB
MDB
+$19.8M
5
COUP
Coupa Software Incorporated
COUP
+$19.1M

Sector Composition

1 Technology 27.49%
2 Industrials 26.14%
3 Financials 17.36%
4 Consumer Discretionary 12.94%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$744K 0.1%
16,600
-212,600
77
$726K 0.09%
74,820
78
$706K 0.09%
4,300
79
$664K 0.09%
67,389
80
$655K 0.08%
4,000
81
$623K 0.08%
63,866
82
$599K 0.08%
61,371
83
$587K 0.08%
3,725
84
$509K 0.07%
50,000
85
$504K 0.07%
100,000
86
$499K 0.06%
+26,385
87
$490K 0.06%
50,000
88
$486K 0.06%
+50,000
89
$486K 0.06%
+50,000
90
$481K 0.06%
50,000
91
$475K 0.06%
6,500
92
$431K 0.06%
5,350
93
$430K 0.06%
5,000
-141,000
94
$391K 0.05%
39,999
95
$389K 0.05%
+40,000
96
$388K 0.05%
2,250
97
$388K 0.05%
+40,000
98
$381K 0.05%
2,250
99
$379K 0.05%
357,599
100
$365K 0.05%
291,671
+4,000
2 3
4
5 6