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
$132M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$8.21M
2
+$7.83M
3
+$6.2M
4
META icon
Meta Platforms (Facebook)
META
+$6.01M
5
AMZN icon
Amazon
AMZN
+$4.89M

Top Sells

1
+$2.7M
2
+$2.57M
3
+$1.69M
4
TSM icon
TSMC
TSM
+$1.51M
5
BABA icon
Alibaba
BABA
+$1.25M

Sector Composition

1 Technology 39.96%
2 Industrials 18.13%
3 Communication Services 16.75%
4 Healthcare 14.29%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.9M 12.79%
454,279
-6,999
2
$15M 11.36%
50,006
+20,005
3
$14.1M 10.7%
325,020
+180,020
4
$11.7M 8.86%
92,105
+38,505
5
$10.5M 7.95%
33,250
+26,000
6
$7.59M 5.75%
34,517
+28,200
7
$5.74M 4.35%
103,702
+82,727
8
$5.19M 3.93%
19,600
+10,100
9
$5.09M 3.85%
10,050
+3,000
10
$5.03M 3.81%
9,002
+7,802
11
$4.49M 3.4%
32,000
+2,000
12
$3.26M 2.47%
+6,400
13
$3.19M 2.41%
+31,000
14
$3.11M 2.36%
+9,000
15
$2.73M 2.07%
+50,000
16
$2.7M 2.05%
+17,000
17
$2.62M 1.98%
+20,000
18
$2.06M 1.56%
121,471
19
$1.92M 1.45%
+100,000
20
$1.49M 1.13%
139,443
-252,644
21
$1.48M 1.12%
+18,136
22
$1.23M 0.93%
3,100
23
$1.04M 0.79%
701,820
24
$846K 0.64%
+4,200
25
$780K 0.59%
140,086
+40,086
1
2