RCG
Regatta Capital Group Portfolio holdings
AUM
$661M
1-Year Est. Return
17.85%
This Fund
S&P 500
1 Year Est. Return
+17.85%
AUM
$662M
AUM Growth
+$29M
(+4.6%)
Holding
227
Top Buys
| 1 | +$21.3M | |
| 2 | +$10.1M | |
| 3 | +$3.49M | |
| 4 |
ResMed
RMD
|
+$2.66M |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$1.48M |
Top Sells
| 1 | +$18M | |
| 2 | +$1.91M | |
| 3 | +$1.68M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.55M |
| 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
Duolingo
DUOL
$4.83B
| – | – |
-720
|
|
||
227
Blackrock
BLK
$158B
| – | – |
-177
|
|