RSA

River Street Advisors Portfolio holdings

AUM $232M
1-Year Est. Return 18.22%
This Quarter Est. Return
1 Year Est. Return
+18.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$1.72M
3 +$1.54M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.24M
5
PLD icon
Prologis
PLD
+$1.01M

Top Sells

1 +$971K
2 +$692K
3 +$579K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$468K
5
ETN icon
Eaton
ETN
+$402K

Sector Composition

1 Technology 14.48%
2 Financials 12.17%
3 Industrials 6.14%
4 Consumer Discretionary 5.29%
5 Healthcare 5.28%