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
101
$87K 0.01%
+50,000
102
$58K 0.01%
+25,201
103
$48K 0.01%
+50,000
104
$40K 0.01%
+18,833
105
0
106
-15,000
107
-27,854
108
-75,000
109
-190,000
110
-485,400
111
-750,000
112
-50,000
113
-100,000
114
-605,700