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RA

Regis Acquisition Portfolio holdings

AUM $164M
1-Year Est. Return 15.81%
This Fund
S&P 500
This Quarter Est. Return
+11.32%
1 Year Est. Return
+15.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
Cap. Flow
+$206M
Cap. Flow %
97.69%
Top 10 Hldgs %
79.8%
Holding
39
New
39
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 19.6%
2 Consumer Discretionary 4.34%
3 Technology 3.9%
4 Energy 0.14%
5 Financials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$657B
$45.3M 21.48%
+222,148
New +$44.5M
IEFA icon
2
iShares Core MSCI EAFE ETF
IEFA
$185B
$44.5M 21.1%
+666,053
New +$43.7M
NFLX icon
3
Netflix
NFLX
$281B
$25.8M 12.24%
+747,720
New +$24.7M
IEMG icon
4
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$9.92M 4.7%
+203,242
New +$9.97M
BOND icon
5
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.33B
$8.35M 3.96%
+90,049
New +$8.32M
LEVI icon
6
Levi Strauss
LEVI
$9.21B
$7.87M 3.73%
+431,705
New +$7.42M
VNQ icon
7
Vanguard Real Estate ETF
VNQ
$39.4B
$7.82M 3.71%
+94,205
New +$8.09M
SPOT icon
8
Spotify
SPOT
$101B
$6.72M 3.18%
+50,307
New +$5.76M
ALRM icon
9
Alarm.com
ALRM
$2.62B
$6.36M 3.01%
+126,462
New +$6.51M
META icon
10
Meta Platforms (Facebook)
META
$1.64T
$5.68M 2.69%
+26,809
New +$4.57M
VDE icon
11
Vanguard Energy ETF
VDE
$9.8B
$4.93M 2.34%
+43,147
New +$5.12M
VEA icon
12
Vanguard FTSE Developed Markets ETF
VEA
$224B
$4.21M 2%
+93,287
New +$4.16M
VWO icon
13
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$4.02M 1.91%
+99,615
New +$4.06M
XLE icon
14
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$3.77M 1.79%
+91,080
New +$3.89M
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$3.43M 1.62%
+8,372
New +$3.34M
EA icon
16
Electronic Arts
EA
$52.5B
$3.12M 1.48%
+25,919
New +$3.04M
GUNR icon
17
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.97B
$3.1M 1.47%
+73,330
New +$3.2M
IYR icon
18
iShares US Real Estate ETF
IYR
$4.53B
$2.7M 1.28%
+31,772
New +$2.78M
MUB icon
19
iShares National Muni Bond ETF
MUB
$45.5B
$1.8M 0.85%
+16,694
New +$1.78M
GNR icon
20
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.58B
$1.18M 0.56%
+20,650
New +$1.2M
BND icon
21
Vanguard Total Bond Market
BND
$158B
$1.11M 0.53%
+15,089
New +$1.1M
ABNB icon
22
Airbnb
ABNB
$86B
$1.07M 0.51%
+8,635
New +$986K
VT icon
23
Vanguard Total World Stock ETF
VT
$76.3B
$1.03M 0.49%
+11,151
New +$1.01M
GWRE icon
24
Guidewire Software
GWRE
$12.4B
$943K 0.45%
+11,487
New +$835K
CSM icon
25
ProShares Large Cap Core Plus
CSM
$511M
$932K 0.44%
+19,560
New +$923K

Similar funds

Regis Acquisition's Q1 2023 Portfolio in Review

Q1 2023 is the first quarter with a 13F filing on record for Regis Acquisition, which disclosed 39 positions worth $211M. Its ten largest holdings account for 80% of the portfolio.

Its largest position is Vanguard Total Stock Market ETF: 222,148 shares worth $45.3M.

By sector, the portfolio is most concentrated in Communication Services at 20% of assets, followed by Consumer Discretionary and Technology.

  • Regis Acquisition's largest Q1 2023 buy was Vanguard Total Stock Market ETF: 222,148 shares worth $45.3M.
  • Regis Acquisition's ten largest holdings make up 80% of its $211M portfolio in Q1 2023.
  • Regis Acquisition disclosed 39 positions in Q1 2023, its first 13F filing on record.

Based on Regis Acquisition's 13F filing for Q1 2023, filed 18 Jul 2023.