RIA

RP Investment Advisors Portfolio holdings

AUM $427K
1-Year Est. Return 2.45%
This Quarter Est. Return
1 Year Est. Return
-2.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
-$112M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$16.5M
3
+$14.9M
4
LCID icon
Lucid Motors
LCID
+$14.8M
5
MKTW icon
MarketWise
MKTW
+$14.4M

Top Sells

1
+$189M
2
+$22.2M
3
+$18.1M
4
WPF.U
Foley Trasimene Acquisition Corp.
WPF.U
+$17.6M
5
TLMD
SOC Telemed, Inc. Class A Common Stock
TLMD
+$14.2M

Sector Composition

1 Financials 24.7%
2 Industrials 13.1%
3 Healthcare 12.52%
4 Technology 8.89%
5 Consumer Discretionary 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,650,000
52
– –
-398,997
53
– –
-1,225,000
54
– –
-748,500
55
– –
-727,449
56
– –
-227,039
1 2
3