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
101
$2.11M 0.16%
58,867
+15,540
102
$2.1M 0.16%
53,200
103
$2.08M 0.16%
61,426
+22,300
104
$2.03M 0.16%
107,170
+7,500
105
$2.02M 0.16%
38,668
106
$1.93M 0.15%
66,200
+30,200
107
$1.92M 0.15%
345,454
-395,122
108
$1.89M 0.15%
58,466
-175,169
109
$1.86M 0.14%
+7,980
110
$1.85M 0.14%
54,959
111
$1.76M 0.14%
+94,440
112
$1.75M 0.14%
53,650
+36,750
113
$1.71M 0.13%
40,250
+26,200
114
$1.61M 0.13%
136,057
115
$1.57M 0.12%
10,380
+3,830
116
$1.57M 0.12%
195,227
+64,800
117
$1.55M 0.12%
22,185
118
$1.51M 0.12%
19,450
119
$1.42M 0.11%
806
+106
120
$1.42M 0.11%
9,190
+3,430
121
$1.4M 0.11%
47,300
122
$1.4M 0.11%
272,694
-6,387
123
$1.36M 0.11%
78,889
+34,550
124
$1.35M 0.11%
13,446
125
$1.22M 0.09%
141,570
3 4
5
6 7