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BI

Bregal Investments Portfolio holdings

AUM $60.8M
1-Year Est. Return 77.71%
This Fund
S&P 500
This Quarter Est. Return
-16.29%
1 Year Est. Return
-77.71%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$273M
AUM Growth
-$127M
Cap. Flow
-$65.8M
Cap. Flow %
-24.13%
Top 10 Hldgs %
100%
Holding
1
New
–
Increased
–
Reduced
1
Closed
–

Top Buys

No buys this quarter

Top Sells

1
LPRO icon
Open Lending Corp
LPRO
+$65.8M

Sector Composition

1 Financials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LPRO icon
1
Open Lending Corp
LPRO
$370M
$273M 100%
7,564,566
-1,721,626
-19% -$65.8M

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