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
51
$6.42M 0.5%
128,834
-50,933
52
$6.31M 0.49%
100,163
-82,565
53
$6.08M 0.47%
164,953
-76,510
54
$6.01M 0.47%
158,096
-53,734
55
$5.99M 0.47%
109,999
-46,935
56
$5.76M 0.45%
197,297
-91,855
57
$5.74M 0.45%
309,323
-13,555
58
$5.62M 0.44%
206,929
-55,966
59
$5.62M 0.44%
428,474
-150,326
60
$5.46M 0.42%
17,057
-11,505
61
$5.43M 0.42%
37,015
-13,894
62
$5.35M 0.42%
+43,690
63
$5.34M 0.42%
146,188
-55,244
64
$5.27M 0.41%
25,228
-11,138
65
$5.16M 0.4%
232,414
-124,490
66
$5.11M 0.4%
59,471
-32,456
67
$5.09M 0.4%
13,034
-10,120
68
$5.03M 0.39%
56,966
-16,003
69
$5M 0.39%
66,205
-52,373
70
$4.75M 0.37%
21,108
-5,802
71
$4.62M 0.36%
129,904
-101,634
72
$4.56M 0.35%
86,989
-74,686
73
$4.36M 0.34%
29,430
-2,500
74
$4.3M 0.33%
96,005
-37,499
75
$4.16M 0.32%
78,895
-55,225
1 2
3
4 5