RGI

River Global Investors Portfolio holdings

AUM $515M
1-Year Est. Return 24.86%
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.3M
3
+$5.35M
4
HBAN icon
Huntington Bancshares
HBAN
+$3.64M
5
VSCO icon
Victoria's Secret
VSCO
+$2.76M

Top Sells

1
+$19.6M
2
+$10.1M
3
+$8.54M
4
AAPL icon
Apple
AAPL
+$7.61M
5
META icon
Meta Platforms (Facebook)
META
+$7.37M

Sector Composition

1 Financials 22.59%
2 Consumer Discretionary 20.83%
3 Industrials 14.72%
4 Communication Services 13.81%
5 Energy 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.38M 0.73%
146,259
-28,263
27
$9.29M 0.72%
128,205
-58,031
28
$9.08M 0.71%
83,645
-22,983
29
$9.06M 0.7%
255,357
-180,543
30
$8.59M 0.67%
56,834
-28,154
31
$8.58M 0.67%
1,070,833
-528,977
32
$8.15M 0.63%
168,449
-61,732
33
$8.06M 0.63%
110,736
-48,009
34
$7.98M 0.62%
223,385
-105,256
35
$7.77M 0.6%
384,466
-172,210
36
$7.46M 0.58%
46,190
-31,565
37
$7.44M 0.58%
145,423
-54,726
38
$7.43M 0.58%
320,820
-137,274
39
$7.43M 0.58%
159,888
-80,091
40
$7.33M 0.57%
36,760
-12,863
41
$7.3M 0.57%
404,540
+72,440
42
$7.2M 0.56%
25,558
-16,765
43
$7.14M 0.55%
168,151
-5,000
44
$7.08M 0.55%
104,230
-36,670
45
$7.05M 0.55%
50,440
-31,140
46
$6.95M 0.54%
149,838
-41,100
47
$6.92M 0.54%
510,867
-145,482
48
$6.67M 0.52%
268,722
-119,969
49
$6.62M 0.51%
128,614
+7,301
50
$6.55M 0.51%
23,416
-5,560
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