RGI
River Global Investors Portfolio holdings
AUM
$515M
1-Year Return
24.87%
This Quarter Return
+9.98%
1 Year Return
+24.87%
3 Year Return
+49.68%
5 Year Return
+134.77%
10 Year Return
–
AUM
$315M
AUM Growth
+$82.9M
(+36%)
Cap. Flow
+$60.2M
Cap. Flow
% of AUM
19.14%
Top 10 Holdings %
Top 10 Hldgs %
28.11%
Holding
141
New
26
Increased
50
Reduced
13
Closed
51
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.87M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$4.46M |
| 3 |
ERF
Enerplus Corporation
ERF
|
+$4.39M |
| 4 |
Viatris
VTRS
|
+$3.56M |
| 5 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
+$3.53M |
Top Sells
| 1 |
Herc Holdings
HRI
|
+$4.22M |
| 2 |
USCR
U S Concrete, Inc.
USCR
|
+$3.71M |
| 3 |
DO
Diamond Offshore Drilling
DO
|
+$2.45M |
| 4 |
JOY
Joy Global Inc
JOY
|
+$2.43M |
| 5 |
TWTR
Twitter, Inc.
TWTR
|
+$2.31M |
Sector Composition
| 1 | Financials | 25.84% |
| 2 | Technology | 12.98% |
| 3 | Energy | 10.9% |
| 4 | Communication Services | 9.65% |
| 5 | Healthcare | 8.76% |
