RA
Riverstone Advisors Portfolio holdings
AUM
$185M
This Quarter Return
+2.83%
1 Year Return
+16.26%
3 Year Return
+83.75%
5 Year Return
+121.77%
10 Year Return
–
AUM
$227M
AUM Growth
+$227M
(+4.8%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
74.79%
Holding
45
New
8
Increased
24
Reduced
6
Closed
2
Top Buys
| 1 |
DigitalOcean
DOCN
|
$3.89M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.94M |
| 3 |
Apple
AAPL
|
$1.04M |
| 4 |
Amazon
AMZN
|
$894K |
| 5 |
Salesforce
CRM
|
$587K |
Top Sells
| 1 |
DraftKings
DKNG
|
$1.06M |
| 2 |
Omega Healthcare
OHI
|
$804K |
| 3 |
Invesco Advantage Municipal Income Trust II
VKI
|
$162K |
| 4 |
Invesco Municipal Opportunity Trust
VMO
|
$161K |
| 5 |
Exxon Mobil
XOM
|
$73.4K |
Sector Composition
| 1 | Consumer Discretionary | 18.45% |
| 2 | Technology | 18.24% |
| 3 | Healthcare | 17.24% |
| 4 | Communication Services | 15.36% |
| 5 | Financials | 11.67% |
