RP

Regal Partners Portfolio holdings

AUM $1.18B
1-Year Est. Return 25.9%
This Quarter Est. Return
1 Year Est. Return
+25.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.13B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$53.4M
2 +$16.7M
3 +$13.5M
4
XYZ
Block Inc
XYZ
+$13.4M
5
NUE icon
Nucor
NUE
+$13.1M

Top Sells

1 +$13.2M
2 +$12.1M
3 +$12.1M
4
DIS icon
Walt Disney
DIS
+$10.3M
5
JPM icon
JPMorgan Chase
JPM
+$6.31M

Sector Composition

1 Materials 37.94%
2 Financials 27.05%
3 Consumer Discretionary 12.76%
4 Communication Services 9.73%
5 Healthcare 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,600
52
-30,000
53
-72,316
54
-54,384