RIM

Regent Investment Management Portfolio holdings

AUM $373M
1-Year Est. Return 10.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
-$255K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Sells

1 +$1.69M
2 +$1.02M
3 +$736K
4
HRI icon
Herc Holdings
HRI
+$663K
5
DIS icon
Walt Disney
DIS
+$622K

Sector Composition

1 Healthcare 25.85%
2 Financials 11.43%
3 Technology 10.5%
4 Energy 10.46%
5 Consumer Staples 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-10,200