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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
1
$188M 13.46%
2,231,202
+141,798
2
$153M 10.93%
3,481,836
+448,081
3
$104M 7.45%
2,018,295
4
$103M 7.39%
805,646
-285,932
5
$95.3M 6.82%
2,430,795
-434,918
6
$84.6M 6.05%
634,639
+155,028
7
$78.2M 5.6%
1,657,539
+109,335
8
$60.3M 4.32%
719,848
9
$52.2M 3.73%
214,277
-31,881
10
$50.6M 3.62%
1,435,126
+89,930
11
$42.8M 3.06%
746,344
+31,295
12
$42M 3%
917,804
13
$37.5M 2.69%
447,582
+333,279
14
$28.5M 2.04%
168,922
+25,764
15
$27.6M 1.98%
+116,945
16
$24.3M 1.74%
977,243
+433,953
17
$23.7M 1.7%
722,989
+428,963
18
$20.9M 1.5%
95,209
-21,944
19
$19.8M 1.42%
264,277
+30,799
20
$14.9M 1.06%
451,940
+29,612
21
$10.5M 0.75%
94,448
-2,500
22
$9.73M 0.7%
641,992
-645,434
23
$8.23M 0.59%
98,922
-39,719
24
$7.58M 0.54%
64,165
+17,670
25
$7.55M 0.54%
+101,714
1
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