RCG
Regatta Capital Group Portfolio holdings
AUM
$662M
1-Year Est. Return
17.42%
1 Year Est. Return
+17.42%
AUM
$662M
AUM Growth
+$29M
(+4.6%)
Holding
227
Top Buys
| 1 | +$21.2M | |
| 2 | +$10.1M | |
| 3 | +$3.53M | |
| 4 |
ResMed
RMD
|
+$2.51M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$1.5M |
Top Sells
| 1 | +$17.9M | |
| 2 | +$1.89M | |
| 3 | +$1.62M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.57M |
| 5 |
Nuveen California Quality Municipal Income Fund
NAC
|
+$1.2M |
Sector Composition
| 1 | Technology | 13.13% |
| 2 | Communication Services | 8.38% |
| 3 | Consumer Discretionary | 6.14% |
| 4 | Financials | 4.48% |
| 5 | Healthcare | 3.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
PayPal
PYPL
$53.1B
| – | – |
-3,140
|
|
||
227
ZIM Integrated Shipping Services
ZIM
$2.73B
| – | – |
-15,434
|
|