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
$1.15B
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$25.3M
3
+$20.1M
4
FCX icon
Freeport-McMoran
FCX
+$10M
5
NOV icon
NOV
NOV
+$8.31M

Top Sells

1
+$37.3M
2
+$10.4M
3
+$5.79M
4
ETSY icon
Etsy
ETSY
+$5.45M
5
TSM icon
TSMC
TSM
+$4.82M

Sector Composition

1 Financials 27.31%
2 Communication Services 18.43%
3 Technology 11.28%
4 Healthcare 10.41%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.29M 0.46%
192,973
+111,802
77
$5.28M 0.46%
312,453
+37,944
78
$5.24M 0.45%
+100,720
79
$5.21M 0.45%
167,805
+72,483
80
$5.2M 0.45%
+53,500
81
$5.14M 0.44%
227,817
+48,600
82
$5.03M 0.44%
583,312
+215,822
83
$5M 0.43%
155,310
+101,039
84
$5M 0.43%
370,000
-180,000
85
$4.96M 0.43%
200,742
+69,112
86
$4.91M 0.43%
891,374
+377,401
87
$4.9M 0.42%
32,245
+6,276
88
$4.88M 0.42%
+125,228
89
$4.62M 0.4%
2,679
+949
90
$4.53M 0.39%
445,384
+97,895
91
$4.52M 0.39%
151,706
+50,144
92
$4.46M 0.39%
469,200
-44,000
93
$4.34M 0.38%
+196,340
94
$4.16M 0.36%
+63,491
95
$4.04M 0.35%
+132,117
96
$4.02M 0.35%
650,655
-60,693
97
$3.94M 0.34%
695,028
-150,000
98
$3.87M 0.34%
105,402
+36,965
99
$3.6M 0.31%
+66,410
100
$3.54M 0.31%
34,275
+11,091
2 3
4
5 6