RIA
RP Investment Advisors Portfolio holdings
AUM
$427K
This Quarter Return
+8.37%
1 Year Return
-2.45%
3 Year Return
-3.88%
5 Year Return
–
10 Year Return
–
AUM
$400M
AUM Growth
+$400M
(+2,877%)
Cap. Flow
+$385M
Cap. Flow
% of AUM
96.3%
Top 10 Holdings %
Top 10 Hldgs %
85.58%
Holding
37
New
21
Increased
–
Reduced
3
Closed
11
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$189M |
| 2 |
Clover Health Investments
CLOV
|
$26.3M |
| 3 |
CTEV
Claritev Corporation
CTEV
|
$22.2M |
| 4 |
WPF.U
Foley Trasimene Acquisition Corp.
WPF.U
|
$17.6M |
| 5 |
SCVX
SCVX Corp.
SCVX
|
$16.6M |
Top Sells
Sector Composition
| 1 | Healthcare | 15.65% |
| 2 | Consumer Discretionary | 6.27% |
| 3 | Industrials | 6.24% |
| 4 | Technology | 5.71% |
| 5 | Communication Services | 3.84% |
