RGI

River Global Investors Portfolio holdings

AUM $515M
1-Year Est. Return 24.87%
This Quarter Est. Return
1 Year Est. Return
+24.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$76.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.44M
3
+$3.15M
4
C icon
Citigroup
C
+$3.09M
5
XOM icon
Exxon Mobil
XOM
+$2.7M

Top Sells

1
+$4.58M
2
+$2.02M
3
+$1.95M
4
BZH icon
Beazer Homes USA
BZH
+$1.23M
5
KMI icon
Kinder Morgan
KMI
+$1.19M

Sector Composition

1 Financials 27.6%
2 Technology 13.77%
3 Communication Services 12.16%
4 Energy 12%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.17M 1.37%
70,330
+34,200
27
$3.16M 1.36%
52,082
+25,300
28
$3.14M 1.36%
83,708
+28,899
29
$3.07M 1.32%
55,068
+20,699
30
$3.06M 1.32%
46,836
+18,250
31
$2.97M 1.28%
24,515
+8,100
32
$2.95M 1.27%
90,011
+43,300
33
$2.92M 1.26%
124,552
+43,133
34
$2.73M 1.18%
108,599
+36,299
35
$2.71M 1.17%
180,470
+77,100
36
$2.7M 1.16%
131,540
+84,800
37
$2.67M 1.15%
43,970
+18,150
38
$2.65M 1.14%
89,861
+36,000
39
$2.6M 1.12%
49,939
+28,700
40
$2.56M 1.11%
69,957
+28,100
41
$2.52M 1.08%
101,665
+36,000
42
$2.48M 1.07%
199,560
+126,800
43
$2.45M 1.06%
97,300
+47,800
44
$2.43M 1.05%
114,860
+25,480
45
$2.42M 1.04%
29,700
+12,100
46
$2.3M 0.99%
353,265
+65,120
47
$2.27M 0.98%
42,314
+17,100
48
$2.26M 0.98%
19,788
+7,700
49
$2.24M 0.97%
85,550
+59,300
50
$2.22M 0.96%
374,559
+184,078
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