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
$163M
AUM Growth
-$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$539K
2
+$366K
3
+$230K
4
AVGO icon
Broadcom
AVGO
+$217K
5
PM icon
Philip Morris
PM
+$213K

Top Sells

1
+$5.69M
2
+$2.63M
3
+$1.19M
4
PYPL icon
PayPal
PYPL
+$456K
5
ABT icon
Abbott
ABT
+$233K

Sector Composition

1 Consumer Discretionary 23.68%
2 Communication Services 11.15%
3 Healthcare 9.97%
4 Technology 9.02%
5 Energy 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$617K 0.38%
2,547
+684
27
$516K 0.32%
4,169
28
$515K 0.32%
1,022
+220
29
$473K 0.29%
2,580
-5
30
$407K 0.25%
1,807
31
$381K 0.23%
1,885
+3
32
$377K 0.23%
443
+114
33
$366K 0.22%
1,063
-1
34
$347K 0.21%
2,638
35
$347K 0.21%
422
36
$329K 0.2%
2,329
37
$260K 0.16%
1,022
38
$256K 0.16%
10,160
39
$254K 0.16%
570
40
$230K 0.14%
1,343
+3
41
$230K 0.14%
+460
42
$220K 0.14%
4,358
43
$214K 0.13%
1,680
44
$213K 0.13%
5,441
+29
45
$213K 0.13%
+2,100
46
$200K 0.12%
1,200
47
– –
-2,047
48
– –
-676
49
– –
-5,046
50
– –
-36,375
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