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
1
$28.3M 4.18%
+278,350
2
$27.8M 4.1%
+2,686,066
3
$27.8M 4.1%
897,177
4
$24.9M 3.67%
118,155
+39,000
5
$24.2M 3.57%
+2,374,997
6
$23.7M 3.5%
1,369,035
7
$21.1M 3.11%
133,980
8
$18.8M 2.77%
+522,400
9
$18.1M 2.67%
65,928
10
$17.4M 2.57%
66,450
+32,000
11
$16.4M 2.42%
160,772
12
$16.2M 2.4%
195,200
13
$14.9M 2.19%
60,137
+30,580
14
$14.7M 2.16%
+150,000
15
$12.5M 1.85%
+210,000
16
$12.5M 1.85%
37,000
-10,000
17
$12.4M 1.83%
+42,216
18
$12.2M 1.8%
+275,000
19
$11.3M 1.67%
+500,004
20
$11.1M 1.64%
+200,500
21
$10.8M 1.59%
22,262
22
$10.6M 1.56%
219,362
-32,139
23
$9.62M 1.42%
+23,456
24
$9.58M 1.41%
41,388
-620
25
$9.48M 1.4%
+200,000
1
2 3 4 5