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
$165M
AUM Growth
+$8.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$272K
2 +$261K
3 +$217K
4
JNJ icon
Johnson & Johnson
JNJ
+$207K
5
PWR icon
Quanta Services
PWR
+$201K

Top Sells

1 +$564K
2 +$456K
3 +$432K
4
NVDA icon
NVIDIA
NVDA
+$423K
5
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$398K

Sector Composition

1 Consumer Discretionary 20.34%
2 Technology 18.33%
3 Healthcare 17.74%
4 Communication Services 10.28%
5 Financials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$207K 0.13%
+1,252
52
$205K 0.12%
2,100
53
$201K 0.12%
+1,022
54
-20,578
55
-8,075