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
$287M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.06%
2 Technology 14.89%
3 Industrials 14.02%
4 Consumer Staples 11.94%
5 Communication Services 7.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$42.7M 14.89%
+1,389,803
2
$33.8M 11.8%
+445,202
3
$32.2M 11.24%
+3,177,834
4
$26.6M 9.26%
+499,228
5
$25.4M 8.86%
+773,764
6
$25M 8.74%
+745,514
7
$18.1M 6.32%
+332,558
8
$15.1M 5.28%
+399,576
9
$11.5M 4.03%
+1,119,550
10
$8.63M 3.01%
+459,708
11
$6.4M 2.23%
+207,254
12
$2.49M 0.87%
+97,208
13
$2.01M 0.7%
+50,037