RA

Riverstone Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$593K
3
+$470K
4
META icon
Meta Platforms (Facebook)
META
+$360K
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$350K

Top Sells

1
+$624K
2
+$541K
3
+$350K
4
AAPL icon
Apple
AAPL
+$348K
5
DHR icon
Danaher
DHR
+$343K

Sector Composition

1 Consumer Discretionary 20.89%
2 Technology 11.58%
3 Communication Services 11.37%
4 Financials 6.54%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$678K 0.33%
732
+6
27
$664K 0.33%
2,362
+33
28
$648K 0.32%
2,053
+72
29
$624K 0.31%
1,756
30
$615K 0.3%
668
+70
31
$573K 0.28%
2,354
32
$556K 0.27%
3,744
33
$490K 0.24%
2,660
+250
34
$472K 0.23%
+19,404
35
$439K 0.22%
1,082
36
$424K 0.21%
1,022
37
$408K 0.2%
2,438
38
$398K 0.2%
1,807
39
$382K 0.19%
672
-66
40
$369K 0.18%
3,295
-2,938
41
$351K 0.17%
5,241
-873
42
$351K 0.17%
+13,922
43
$341K 0.17%
2,100
44
$326K 0.16%
730
45
$324K 0.16%
4,815
-3,379
46
$314K 0.15%
1,356
+3
47
$305K 0.15%
9,560
48
$303K 0.15%
4,758
49
$300K 0.15%
3,578
-391
50
$300K 0.15%
3,198
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