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
$145M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$490K
3
+$277K
4
NVDA icon
NVIDIA
NVDA
+$270K
5
AAPL icon
Apple
AAPL
+$262K

Top Sells

1
+$4.51M
2
+$2.84M
3
+$2.21M
4
DHR icon
Danaher
DHR
+$1.81M
5
KEYS icon
Keysight
KEYS
+$1.71M

Sector Composition

1 Consumer Discretionary 20.65%
2 Technology 15.44%
3 Healthcare 13.01%
4 Communication Services 10.06%
5 Energy 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$675K 0.47%
3,241
+133
27
$547K 0.38%
2,577
+120
28
$447K 0.31%
4,339
29
$420K 0.29%
1,437
30
$412K 0.28%
1,191
+41
31
$323K 0.22%
1,070
-351
32
$292K 0.2%
1,807
33
$289K 0.2%
8,121
34
$247K 0.17%
2,329
+19
35
$229K 0.16%
1,579
-213
36
$224K 0.16%
6,000
-951
37
$210K 0.14%
5,158
-400
38
$208K 0.14%
1,805
39
– –
-2,011
40
– –
-1,340
41
– –
-1,729
42
– –
-44,897
43
– –
-25,210
44
– –
-1,250
45
– –
-1,252
46
– –
-67,892
47
– –
-2,100
48
– –
-15,650
49
– –
-1,022
50
– –
-9,111
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