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
$1.43B
AUM Growth
-$7.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$35.5M
2
+$26.3M
3
+$15.5M
4
ORCL icon
Oracle
ORCL
+$8.59M
5
GWPH
GW Pharmaceuticals Plc American Depositary Shares
GWPH
+$8.33M

Top Sells

1
+$17.7M
2
+$17.2M
3
+$14.5M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$9.65M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$9.18M

Sector Composition

1 Financials 23.88%
2 Communication Services 19.99%
3 Consumer Discretionary 12.34%
4 Healthcare 11.16%
5 Technology 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.17M 0.57%
148,218
-1,940
52
$8.05M 0.57%
242,910
+19,540
53
$7.95M 0.56%
425,353
+56,251
54
$7.9M 0.55%
282,730
+62,790
55
$7.87M 0.55%
68,977
-16,004
56
$7.83M 0.55%
158,539
-47,100
57
$7.69M 0.54%
107,760
-248,060
58
$7.65M 0.54%
59,104
59
$7.58M 0.53%
334,275
-17,440
60
$7.49M 0.53%
129,600
-2,650
61
$7.47M 0.52%
264,660
-7,990
62
$7.44M 0.52%
167,344
-700
63
$7.43M 0.52%
308,872
-134
64
$7.43M 0.52%
489,122
+79,311
65
$7.31M 0.51%
226,439
+30,331
66
$7.16M 0.5%
49,200
+11,330
67
$7M 0.49%
264,956
-18,000
68
$6.97M 0.49%
290,040
+99,530
69
$6.89M 0.48%
175,746
-3,060
70
$6.85M 0.48%
233,870
+55,090
71
$6.71M 0.47%
88,020
+9,430
72
$6.68M 0.47%
168,834
-1,071
73
$6.6M 0.46%
132,340
-3,850
74
$6.54M 0.46%
124,100
-1,700
75
$6.5M 0.46%
68,135
-830
1 2
3
4 5