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
$774M
AUM Growth
-$380M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$11.4M
3
+$8.82M
4
OLPX icon
Olaplex Holdings
OLPX
+$8.57M
5
IONQ icon
IonQ
IONQ
+$8.21M

Top Sells

1
+$30.9M
2
+$21.4M
3
+$19.8M
4
COUP
Coupa Software Incorporated
COUP
+$19.1M
5
CLVT icon
Clarivate
CLVT
+$17.7M

Sector Composition

1 Technology 28.15%
2 Industrials 26.14%
3 Financials 16.7%
4 Consumer Discretionary 12.94%
5 Communication Services 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
+10,000
152
$8K ﹤0.01%
10,000
153
$7K ﹤0.01%
+13,333
154
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155
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158
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159
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160
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161
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163
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-82,000
164
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166
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167
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-162,326
4 5 6
7
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