RCM

Rivermont Capital Management Portfolio holdings

AUM $475M
1-Year Est. Return 116.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+116.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$64.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
23
New
Increased
Reduced
Closed

Top Buys

1
+$25.6M
2
+$18.4M
3
+$17.5M
4
LPX icon
Louisiana-Pacific
LPX
+$16.9M
5
MDB icon
MongoDB
MDB
+$10.3M

Top Sells

1
+$22.5M
2
+$16.8M
3
+$16.7M
4
TPR icon
Tapestry
TPR
+$15.3M
5
HOOD icon
Robinhood
HOOD
+$13.1M

Sector Composition

1 Technology 31.75%
2 Industrials 20.34%
3 Communication Services 14.22%
4 Financials 9.98%
5 Consumer Staples 8.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.5M 9.37%
+150,211
2
$32.3M 8.53%
143,784
-8,894
3
$29.4M 7.77%
85,108
+850
4
$28.5M 7.52%
122,652
+41,909
5
$27.1M 7.15%
+225,541
6
$27.1M 7.15%
38,770
+13,315
7
$26.8M 7.07%
871,521
+242,832
8
$26.6M 7.02%
107,903
-83,195
9
$21.7M 5.72%
1,350,075
+1,095,901
10
$21.6M 5.71%
65,734
-9,436
11
$20.4M 5.39%
180,183
-146,022
12
$16.2M 4.29%
+182,828
13
$14M 3.69%
157,443
-57,878
14
$12.5M 3.3%
+40,238
15
$10.2M 2.69%
680,978
+204,728
16
$8.66M 2.29%
+600,200
17
$8.4M 2.22%
58,648
-119,740
18
$7.19M 1.9%
76,627
-205,939
19
$4.61M 1.22%
+80,000
20
– –
-67,935
21
– –
-106,179
22
– –
-228,050
23
– –
-75,550