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RP

Regal Partners Portfolio holdings

AUM $1.84B
1-Year Est. Return 54.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+54.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.4B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$25.8M
3
+$21.9M
4
TECK icon
Teck Resources
TECK
+$16.3M
5
B
Barrick Mining
B
+$10.9M

Top Sells

1
+$33M
2
+$23.8M
3
+$18.9M
4
IREN icon
Iris Energy
IREN
+$16.5M
5
META icon
Meta Platforms (Facebook)
META
+$9M

Sector Composition

1 Materials 40.31%
2 Financials 23.14%
3 Healthcare 11.36%
4 Consumer Discretionary 9.41%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.88M 0.49%
199,015
+136,590
27
$6.69M 0.48%
142,457
-677,851
28
$6.62M 0.47%
+140,000
29
$6.5M 0.47%
+27,430
30
$6.06M 0.43%
+3,000,000
31
$5.32M 0.38%
+411,496
32
$4.99M 0.36%
278,070
-347,143
33
$4.89M 0.35%
400,644
34
$4.43M 0.32%
6,031
-12,096
35
$3.95M 0.28%
+1,156,000
36
$3.3M 0.24%
+94,860
37
$3.01M 0.22%
+239,015
38
$2.99M 0.21%
22,101
-51,563
39
$2.69M 0.19%
3,750
+2,402
40
$2.1M 0.15%
55,162
41
$1.83M 0.13%
2,220
+1,520
42
$1.79M 0.13%
+63,721
43
$1.61M 0.12%
16,285
+12,500
44
$1.61M 0.12%
+9,000
45
$1.55M 0.11%
20,329
+15,000
46
$1.38M 0.1%
+40,746
47
$1.28M 0.09%
+36,600
48
$1.23M 0.09%
8,590
+2,523
49
$1.12M 0.08%
11,393
-254,517
50
$1.09M 0.08%
+8,000
1
2
3 4 5