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
$142M
AUM Growth
+$9.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$3.88M
3
+$3.67M
4
CLX icon
Clorox
CLX
+$2.13M
5
UNH icon
UnitedHealth
UNH
+$1.98M

Top Sells

1
+$2.33M
2
+$2.21M
3
+$2.1M
4
BABA icon
Alibaba
BABA
+$1.84M
5
BR icon
Broadridge
BR
+$1.73M

Sector Composition

1 Financials 16.75%
2 Technology 15.02%
3 Consumer Discretionary 9.83%
4 Consumer Staples 9.83%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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