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RP

Riverwater Partners Portfolio holdings

AUM $300M
1-Year Est. Return 26.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$9.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$708K
2
+$693K
3
+$615K
4
HDSN
Hudson Technologies
HDSN
+$612K
5
LMNR icon
Limoneira
LMNR
+$542K

Top Sells

1
+$1.22M
2
+$798K
3
+$630K
4
SJM icon
J.M. Smucker
SJM
+$392K
5
CLSE icon
Convergence Long/Short Equity ETF
CLSE
+$384K

Sector Composition

1 Financials 15.4%
2 Technology 14.38%
3 Industrials 13.72%
4 Healthcare 10.64%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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202
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203
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204
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205
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206
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-880
207
– –
-8,432
208
– –
-3,390
209
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210
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211
– –
-2,081
212
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