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RP

Realm Partners Portfolio holdings

AUM $85.3M
1-Year Est. Return 16.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.3M
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$3.05M
3
+$2.83M
4
PTRY
PANTRY INC (THE)
PTRY
+$2.7M
5
VTRS icon
Viatris
VTRS
+$1.61M

Top Sells

1
+$20.3M
2
+$14M
3
+$11.7M
4
TIMB icon
TIM SA
TIMB
+$11.4M
5
IPG
Interpublic Group of Companies
IPG
+$11.2M

Sector Composition

1 Communication Services 40.92%
2 Healthcare 18.98%
3 Consumer Discretionary 16.12%
4 Energy 7.19%
5 Consumer Staples 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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31
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32
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33
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