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
151
$20K ﹤0.01%
1,100
+200
152
– –
-17,430
153
– –
-67,500
154
– –
-240,929
155
– –
-40,555
156
– –
-130,034
3 4 5 6
7