RGI
River Global Investors Portfolio holdings
AUM
$515M
1-Year Est. Return
24.86%
This Fund
S&P 500
1 Year Est. Return
+24.86%
AUM
$515M
AUM Growth
+$50.6M
(+11%)
Holding
153
Top Buys
| 1 | +$31.1M | |
| 2 | +$21.7M | |
| 3 | +$18.7M | |
| 4 |
Costco
COST
|
+$18.2M |
| 5 |
Copart
CPRT
|
+$17.6M |
Top Sells
| 1 | +$8.16M | |
| 2 | +$7.65M | |
| 3 | +$6.21M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$4.73M |
| 5 |
Citigroup
C
|
+$4.48M |
Sector Composition
| 1 | Technology | 29.32% |
| 2 | Communication Services | 13.97% |
| 3 | Industrials | 13.62% |
| 4 | Financials | 12.92% |
| 5 | Healthcare | 10.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
GTM
151
ZoomInfo Technologies
GTM
$1.91B
| – | – |
-43,722
|
|
||
152
Zions Bancorporation
ZION
$8.6B
| – | – |
-12,303
|
|
||
|
SRCL
153
DELISTED
Stericycle Inc
SRCL
| – | – |
-16,882
|
|