RA

Riverstone Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 27.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$355K
3
+$233K
4
PH icon
Parker-Hannifin
PH
+$218K
5
ABT icon
Abbott
ABT
+$208K

Top Sells

1
+$545K
2
+$411K
3
+$395K
4
MPWR icon
Monolithic Power Systems
MPWR
+$347K
5
EOG icon
EOG Resources
EOG
+$292K

Sector Composition

1 Consumer Discretionary 24.71%
2 Healthcare 9.57%
3 Communication Services 9.38%
4 Technology 8.51%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-422
52
– –
-5,441
1 2
3