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
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$10M
3
+$4.71M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.94M
5
CFG icon
Citizens Financial Group
CFG
+$3.64M

Top Sells

No sells this quarter

Sector Composition

1 Financials 40.12%
2 Communication Services 9.67%
3 Technology 8.83%
4 Healthcare 8.62%
5 Energy 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$69K 0.05%
+1,650
77
$67K 0.05%
+2,500
78
$67K 0.05%
+550
79
$64K 0.04%
+940
80
$63K 0.04%
+600
81
$62K 0.04%
+2,000
82
$62K 0.04%
+1,813
83
$57K 0.04%
+1,500
84
$57K 0.04%
+3,100
85
$52K 0.04%
+2,800
86
$51K 0.03%
+1,986
87
$50K 0.03%
+650
88
$49K 0.03%
+1,000
89
$46K 0.03%
+1,600
90
$46K 0.03%
+300
91
$43K 0.03%
+1,152
92
$41K 0.03%
+50,000
93
$41K 0.03%
+350
94
$35K 0.02%
+2,662
95
$33K 0.02%
+1,000
96
$32K 0.02%
+1,000
97
$30K 0.02%
+800
98
$29K 0.02%
+1,620
99
$25K 0.02%
+775
100
$18K 0.01%
+397
1 2 3
4
5