RA

RiverTree Advisors Portfolio holdings

AUM $149M
1-Year Est. Return 4.05%
This Quarter Est. Return
1 Year Est. Return
+4.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.86%
2 Industrials 1.68%
3 Materials 1.05%
4 Healthcare 0.98%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.22M 0.98%
+2,283
27
$1.21M 0.97%
+40,247
28
$1.12M 0.89%
+55,365
29
$1.05M 0.84%
+14,612
30
$1.05M 0.84%
+4,048
31
$216K 0.17%
+1,415