RA
Riverstone Advisors Portfolio holdings
AUM
$185M
This Quarter Return
+9.63%
1 Year Return
+16.26%
3 Year Return
+83.75%
5 Year Return
+121.77%
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+12%)
Cap. Flow
+$5.01M
Cap. Flow
% of AUM
3.33%
Top 10 Holdings %
Top 10 Hldgs %
77.19%
Holding
41
New
1
Increased
11
Reduced
16
Closed
4
Top Buys
| 1 |
Match Group
MTCH
|
$7.82M |
| 2 |
Tractor Supply
TSCO
|
$1.44M |
| 3 |
Apple
AAPL
|
$691K |
| 4 |
DexCom
DXCM
|
$477K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$221K |
Top Sells
| 1 |
Illumina
ILMN
|
$2.83M |
| 2 |
Paycom
PAYC
|
$1.41M |
| 3 |
PayPal
PYPL
|
$298K |
| 4 |
M&T Bank
MTB
|
$285K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$239K |
Sector Composition
| 1 | Consumer Discretionary | 19.39% |
| 2 | Financials | 16.14% |
| 3 | Healthcare | 14.63% |
| 4 | Technology | 13.23% |
| 5 | Communication Services | 12.73% |
