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
$751M
AUM Growth
+$4.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$19.3M
3 +$17.3M
4
GROV icon
Grove Collaborative
GROV
+$16.8M
5
CHAA
Catcha Investment Corp
CHAA
+$16.5M

Sector Composition

1 Financials 71.42%
2 Industrials 6.98%
3 Healthcare 6.58%
4 Technology 6.25%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.17M 0.69%
+532,157
52
$4.98M 0.66%
1,027,490
+321,090
53
$4.72M 0.63%
+490,000
54
$4.69M 0.62%
+469,422
55
$4.39M 0.58%
+448,737
56
$4.3M 0.57%
+441,200
57
$4.2M 0.56%
293,977
-177,729
58
$3.99M 0.53%
+403,802
59
$3.96M 0.53%
402,326
-200
60
$3.94M 0.53%
+400,000
61
$3.66M 0.49%
+378,415
62
$2.88M 0.38%
689,843
+58,552
63
$2.84M 0.38%
+293,210
64
$2.52M 0.34%
+259,568
65
$2.5M 0.33%
+250,000
66
$2.44M 0.33%
+252,700
67
$2.31M 0.31%
+236,350
68
$1.94M 0.26%
+200,979
69
$1.88M 0.25%
+193,982
70
$1.2M 0.16%
+124,469
71
$1.13M 0.15%
+114,662
72
$1.05M 0.14%
+107,045
73
$970K 0.13%
+100,000
74
$949K 0.13%
1,112,570
-56,873
75
$631K 0.08%
606,338
-235,800