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
$157M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$995K
2 +$750K
3 +$619K
4
TSCO icon
Tractor Supply
TSCO
+$383K
5
ISRG icon
Intuitive Surgical
ISRG
+$354K

Top Sells

1 +$473K
2 +$206K
3 +$141K
4
OHI icon
Omega Healthcare
OHI
+$55.4K
5
XOM icon
Exxon Mobil
XOM
+$28.8K

Sector Composition

1 Healthcare 19.24%
2 Consumer Discretionary 18.78%
3 Technology 18.19%
4 Communication Services 9.78%
5 Energy 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,145
52
-2,676