RP

Realm Partners Portfolio holdings

AUM $85.3M
1-Year Est. Return 9.63%
This Quarter Est. Return
1 Year Est. Return
+9.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$8.83M
2 +$8.76M
3 +$8.29M
4
AGN
Allergan plc
AGN
+$6.73M
5
DISH
DISH Network Corp.
DISH
+$6.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.73%
2 Consumer Staples 18.95%
3 Healthcare 14.84%
4 Communication Services 14.43%
5 Consumer Discretionary 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$245K 0.2%
+14,961
27
$214K 0.18%
+23,148