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
$204M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$595K
2
+$593K
3
+$470K
4
META icon
Meta Platforms (Facebook)
META
+$360K
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$350K

Top Sells

1
+$624K
2
+$541K
3
+$350K
4
AAPL icon
Apple
AAPL
+$348K
5
DHR icon
Danaher
DHR
+$343K

Sector Composition

1 Consumer Discretionary 20.89%
2 Technology 11.58%
3 Communication Services 11.37%
4 Financials 6.54%
5 Industrials 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$282K 0.14%
460
52
$271K 0.13%
3,961
+6
53
$264K 0.13%
2,562
54
$257K 0.13%
338
55
$254K 0.12%
1,897
56
$235K 0.12%
1,680
57
$235K 0.12%
688
58
$233K 0.11%
+775
59
$226K 0.11%
+9,270
60
$226K 0.11%
1,200
61
$213K 0.1%
+347
62
$117K 0.06%
10,293
+205
63
– –
-4,700
64
– –
-800
1 2
3