RA
Riverstone Advisors Portfolio holdings
AUM
$203M
1-Year Est. Return
27.33%
This Fund
S&P 500
1 Year Est. Return
+27.33%
AUM
$203M
AUM Growth
-$9.44M
(-4.4%)
Holding
76
Top Buys
| 1 | +$1.72M | |
| 2 | +$1.43M | |
| 3 | +$620K | |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$591K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$495K |
Top Sells
| 1 | +$4.17M | |
| 2 | +$1.54M | |
| 3 | +$1.17M | |
| 4 |
Amazon
AMZN
|
+$1.06M |
| 5 |
Exxon Mobil
XOM
|
+$894K |
Sector Composition
| 1 | Consumer Discretionary | 18.28% |
| 2 | Technology | 12.65% |
| 3 | Communication Services | 12.57% |
| 4 | Industrials | 6.92% |
| 5 | Financials | 5.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
PayPal
PYPL
$45.6B
| – | – |
-4,308
|
|