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
$911M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$23.2M
3
+$18.9M
4
NOW icon
ServiceNow
NOW
+$17.6M
5
VRT icon
Vertiv
VRT
+$14.8M

Top Sells

1
+$23.6M
2
+$18.9M
3
+$16.6M
4
LCID icon
Lucid Motors
LCID
+$15M
5
TWTR
Twitter, Inc.
TWTR
+$14.9M

Sector Composition

1 Technology 30.08%
2 Industrials 21.76%
3 Financials 12.94%
4 Consumer Discretionary 9.56%
5 Healthcare 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$493K 0.05%
+50,000
102
$486K 0.05%
+151,425
103
$469K 0.05%
135,890
-214,110
104
$415K 0.05%
+2,250
105
$400K 0.04%
+40,000
106
$398K 0.04%
+40,000
107
$395K 0.04%
+40,000
108
$388K 0.04%
225,520
109
$388K 0.04%
+38,829
110
$378K 0.04%
36,896
-63,104
111
$375K 0.04%
+5,350
112
$348K 0.04%
366,666
113
$342K 0.04%
5,604
-139,612
114
$340K 0.04%
+34,030
115
$317K 0.03%
+130,348
116
$303K 0.03%
+30,000
117
$303K 0.03%
300,000
118
$284K 0.03%
100,000
119
$275K 0.03%
125,000
120
$249K 0.03%
+25,000
121
$248K 0.03%
+25,000
122
$201K 0.02%
+20,000
123
$200K 0.02%
+20,000
124
$199K 0.02%
+20,000
125
$199K 0.02%
+20,000
3 4
5
6 7