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
$155M
AUM Growth
+$9.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.43M
2 +$1.51M
3 +$1.04M
4
CMCSA icon
Comcast
CMCSA
+$231K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$225K

Top Sells

1 +$1.97M
2 +$1.57M
3 +$1.5M
4
TOL icon
Toll Brothers
TOL
+$1.47M
5
PAYC icon
Paycom
PAYC
+$1.2M

Sector Composition

1 Consumer Discretionary 21.06%
2 Technology 15.33%
3 Healthcare 12.36%
4 Communication Services 9.44%
5 Energy 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-29,960