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
101
$362K 0.05%
36,896
102
$332K 0.04%
34,028
103
$299K 0.04%
195,400
104
$295K 0.04%
30,000
105
$288K 0.04%
250,150
+100,150
106
$280K 0.04%
424,490
107
$268K 0.03%
382,848
+16,182
108
$243K 0.03%
24,999
109
$242K 0.03%
+24,999
110
$228K 0.03%
130,348
111
$205K 0.03%
266,603
112
$197K 0.03%
19,998
113
$196K 0.03%
+20,000
114
$195K 0.03%
+20,000
115
$195K 0.03%
19,998
116
$195K 0.03%
+20,000
117
$195K 0.03%
+20,000
118
$187K 0.02%
11,306
119
$186K 0.02%
118,263
-7,257
120
$176K 0.02%
+114,459
121
$148K 0.02%
23,600
-1,400
122
$137K 0.02%
+96,955
123
$100K 0.01%
+10,000
124
$100K 0.01%
181,000
125
$97K 0.01%
+10,000
3 4
5
6 7