RA

Riverstone Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 16.26%
This Quarter Est. Return
1 Year Est. Return
+16.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$629K
3
+$616K
4
PODD icon
Insulet
PODD
+$598K
5
TOL icon
Toll Brothers
TOL
+$533K

Top Sells

1
+$2.37M
2
+$251K
3
+$193K
4
PDI icon
PIMCO Dynamic Income Fund
PDI
+$143K
5
ELS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$678K 0.35%
4,128
27
$595K 0.31%
9,356
-2,009
28
$546K 0.29%
2,643
-5
29
$422K 0.22%
+3,889
30
$355K 0.19%
1,553
31
$329K 0.17%
6,487
-3,797
32
$323K 0.17%
19,122
+1,400
33
$254K 0.13%
6,485
-1,159
34
$252K 0.13%
1,350
35
$241K 0.13%
1,091
+72
36
$240K 0.13%
785
37
$232K 0.12%
656
-10
38
$230K 0.12%
632
+19
39
$155K 0.08%
13,050
40
$155K 0.08%
11,775
41
$91K 0.05%
2,650
1
2