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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
76
$269K 0.02%
+2,500
77
$264K 0.02%
+10,471
78
$261K 0.02%
+125,000
79
$247K 0.02%
+9,118
80
$246K 0.02%
+1,000
81
$225K 0.02%
+2,000
82
$217K 0.02%
+6,456
83
$209K 0.01%
+1,200
84
$174K 0.01%
+10,875
85
$153K 0.01%
+19,103
86
$95.5K 0.01%
24,752
-21,260
87
– –
-41,181
88
– –
-7,768
89
– –
-4,514
90
– –
-500
91
– –
-493,445
92
– –
-958
93
– –
-26,198
94
– –
-639
95
– –
-4,077
96
– –
-4,451
97
– –
-1,500
98
– –
-976
99
– –
-22,500
100
– –
-9,000
1 2 3
4
5