RCM

Regency Capital Management Portfolio holdings

AUM $210M
1-Year Est. Return 19.09%
This Quarter Est. Return
1 Year Est. Return
+19.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$2.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$3.7M
2 +$3.56M
3 +$2.85M
4
SLB icon
SLB Ltd
SLB
+$1.53M
5
AMZN icon
Amazon
AMZN
+$1.21M

Top Sells

1 +$7.86M
2 +$1.82M
3 +$1.75M
4
FERG icon
Ferguson
FERG
+$864K
5
DHR icon
Danaher
DHR
+$727K

Sector Composition

1 Financials 26.24%
2 Technology 15.03%
3 Industrials 13.45%
4 Consumer Staples 7.71%
5 Healthcare 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-7,600
52
-10,100
53
-4,050