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RCM

Ravenstone Capital Management Portfolio holdings

AUM $200M
1-Year Est. Return 12.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$9.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$113K
3
+$67.2K
4
DHR icon
Danaher
DHR
+$59.5K
5
APH icon
Amphenol
APH
+$50.8K

Top Sells

1
+$3.76M
2
+$71.6K
3
+$43.7K
4
DIS icon
Walt Disney
DIS
+$41.7K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$24K

Sector Composition

1 Healthcare 25.69%
2 Technology 24.75%
3 Financials 11.54%
4 Communication Services 10.96%
5 Industrials 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$38.9K 0.03%
440
27
$33.1K 0.03%
245
28
$14.9K 0.01%
795
29
$10.1K 0.01%
38
30
$7.96K 0.01%
30
31
$6.79K 0.01%
19
32
$3.57K ﹤0.01%
65
33
$2.43K ﹤0.01%
200
34
$788 ﹤0.01%
1,149
35
$344 ﹤0.01%
35
36
$274 ﹤0.01%
10
37
– –
-7
38
– –
-15
39
– –
-12,387
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