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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
101
– –
-18,354
102
– –
-457
103
– –
-1,400
104
– –
-1,013
105
– –
-8,606
106
– –
-11,651
107
– –
-3,480
108
– –
-3,500
109
– –
-769
110
– –
-24,713
111
– –
-5,000
112
– –
-391,852
113
– –
-770,000
114
– –
-2,400
115
– –
-63,438
116
$0 ﹤0.01%
5,193,688
117
– –
-122,853
1 2 3 4
5