RCM
Ratan Capital Management Portfolio holdings
AUM
$217M
1-Year Return
46.96%
This Quarter Return
-8.93%
1 Year Return
+46.96%
3 Year Return
+417.25%
5 Year Return
+471.58%
10 Year Return
+3,575.09%
AUM
$144M
AUM Growth
-$511M
(-78%)
Cap. Flow
-$450M
Cap. Flow
% of AUM
-312.13%
Top 10 Holdings %
Top 10 Hldgs %
73.27%
Holding
81
New
3
Increased
–
Reduced
25
Closed
41
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$5M |
| 2 |
Unity
U
|
$3.67M |
| 3 |
BILL Holdings
BILL
|
$2.49M |
Top Sells
| 1 |
Amazon
AMZN
|
$57.2M |
| 2 |
Roblox
RBLX
|
$30M |
| 3 |
Microsoft
MSFT
|
$25.6M |
| 4 |
NVIDIA
NVDA
|
$23.7M |
| 5 |
NVEI
Nuvei Corporation Subordinate Voting Shares
NVEI
|
$21M |
Sector Composition
| 1 | Technology | 48.79% |
| 2 | Industrials | 27.35% |
| 3 | Consumer Discretionary | 9.42% |
| 4 | Communication Services | 4.24% |
| 5 | Healthcare | 2.63% |