RG

Raynor Geoffrey Portfolio holdings

AUM $29.1M
1-Year Est. Return 24.1%
This Quarter Est. Return
1 Year Est. Return
+24.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.83M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$1.02M
2 +$545K
3 +$494K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 15.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.79M 84.78%
17,980
+3,182
2
$545K 7.98%
+3,267
3
$494K 7.24%
+882