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
$168M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$525K
3
+$207K
4
CRM icon
Salesforce
CRM
+$195K
5
PH icon
Parker-Hannifin
PH
+$195K

Top Sells

1
+$1.76M
2
+$1.15M
3
+$907K
4
PAYC icon
Paycom
PAYC
+$680K
5
AMZN icon
Amazon
AMZN
+$578K

Sector Composition

1 Consumer Discretionary 23.14%
2 Technology 12.51%
3 Healthcare 11.89%
4 Communication Services 8.99%
5 Energy 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-971
52
– –
-3,966
53
– –
-1,191
1 2
3