RA

Riverstone Advisors Portfolio holdings

AUM $212M
1-Year Est. Return 25.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.78M
2 +$2.38M
3 +$1.75M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$381K
5
VB icon
Vanguard Small-Cap ETF
VB
+$358K

Top Sells

1 +$4.33M
2 +$254K
3 +$227K
4
MU icon
Micron Technology
MU
+$213K
5
DHR icon
Danaher
DHR
+$136K

Sector Composition

1 Healthcare 18.24%
2 Consumer Discretionary 17.2%
3 Technology 16.73%
4 Communication Services 12.67%
5 Energy 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,121
52
-2,738