RA
Riverstone Advisors Portfolio holdings
AUM
$185M
This Quarter Return
+5.25%
1 Year Return
+16.26%
3 Year Return
+83.75%
5 Year Return
+121.77%
10 Year Return
–
AUM
$191M
AUM Growth
+$191M
(+6.3%)
Cap. Flow
+$6M
Cap. Flow
% of AUM
3.13%
Top 10 Holdings %
Top 10 Hldgs %
72.93%
Holding
41
New
1
Increased
18
Reduced
11
Closed
–
Top Buys
| 1 |
DraftKings
DKNG
|
$3.56M |
| 2 |
Keysight
KEYS
|
$629K |
| 3 |
Teleflex
TFX
|
$616K |
| 4 |
Insulet
PODD
|
$598K |
| 5 |
Toll Brothers
TOL
|
$533K |
Top Sells
| 1 |
Amazon
AMZN
|
$2.37M |
| 2 |
Exxon Mobil
XOM
|
$251K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$193K |
| 4 |
PIMCO Dynamic Income Fund
PDI
|
$143K |
| 5 |
Equity Lifestyle Properties
ELS
|
$128K |
Sector Composition
| 1 | Consumer Discretionary | 19.67% |
| 2 | Financials | 15.51% |
| 3 | Healthcare | 14.99% |
| 4 | Communication Services | 14.25% |
| 5 | Technology | 14.08% |
