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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
$138M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$551K
3
+$349K
4
HD icon
Home Depot
HD
+$290K
5
SHW icon
Sherwin-Williams
SHW
+$286K

Top Sells

1
+$950K
2
+$37.2K
3
+$21K
4
DIS icon
Walt Disney
DIS
+$9.26K
5
DHR icon
Danaher
DHR
+$7.02K

Sector Composition

1 Technology 25.18%
2 Healthcare 22.58%
3 Industrials 16.7%
4 Financials 13.53%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27.3K 0.02%
450
27
$13.6K 0.01%
38
28
$9.9K 0.01%
200
29
$9.89K 0.01%
+100
30
$7.45K 0.01%
30
31
$628 ﹤0.01%
383
32
$593 ﹤0.01%
35
33
$51 ﹤0.01%
10
34
– –
-440
1
2