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RGI

River Global Investors Portfolio holdings

AUM $515M
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$2.95M
3
+$2.65M
4
BKR icon
Baker Hughes
BKR
+$746K
5
TRIP icon
TripAdvisor
TRIP
+$739K

Top Sells

1
+$3.1M
2
+$2.15M
3
+$2.06M
4
GE icon
GE Aerospace
GE
+$1.66M
5
LUV icon
Southwest Airlines
LUV
+$1.38M

Sector Composition

1 Communication Services 18.97%
2 Technology 17.27%
3 Consumer Discretionary 17.02%
4 Financials 14.36%
5 Healthcare 12.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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177
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178
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-21,865
179
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-3,539
180
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-3,771
181
– –
-6,675
182
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-11,274
183
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-131,018
184
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-18,746
185
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-47,861
186
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-5,779
187
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-1,720
188
– –
-1,654
189
– –
-168,439
4 5 6 7
8