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

Top Buys

1 +$2.62M
2 +$1.62M
3 +$1.23M
4
CRWD icon
CrowdStrike
CRWD
+$248K
5
CMCSA icon
Comcast
CMCSA
+$236K

Top Sells

1 +$2.12M
2 +$1.82M
3 +$1.63M
4
O icon
Realty Income
O
+$1.5M
5
PAYC icon
Paycom
PAYC
+$1.17M

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