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
$144M
AUM Growth
-$511M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$3.83M
3
+$2.29M

Top Sells

1
+$54.2M
2
+$30M
3
+$25M
4
NVDA icon
NVIDIA
NVDA
+$21.8M
5
VRT icon
Vertiv
VRT
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-162,326
77
– –
-20,000
78
– –
-200,000
79
– –
-24,999
1 2 3
4