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
126
$1.15M 0.09%
+87,500
127
$1.14M 0.09%
+47,900
128
$1.11M 0.09%
152,680
+112,680
129
$1.09M 0.09%
+30,800
130
$1.03M 0.08%
9,770
131
$993K 0.08%
26,800
+5,800
132
$962K 0.07%
91,043
133
$928K 0.07%
15,690
134
$915K 0.07%
113,900
135
$896K 0.07%
40,000
136
$888K 0.07%
2,260
137
$854K 0.07%
+12,040
138
$831K 0.06%
29,388
+8,900
139
$830K 0.06%
+13,600
140
$751K 0.06%
30,200
+11,300
141
$655K 0.05%
+3,900
142
$622K 0.05%
22,500
143
$583K 0.05%
+7,600
144
$577K 0.04%
20,900
145
$549K 0.04%
+21,920
146
$549K 0.04%
26,400
+10,000
147
$513K 0.04%
+15,300
148
$360K 0.03%
6,200
149
$167K 0.01%
+1,000
150
$91K 0.01%
+3,525
3 4 5
6
7