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
101
-142,453
102
-394,842
103
-2
104
-801,540
105
-1,048,843
106
-1,048,843
107
-190,722
108
-134,600
109
-1,112,576
110
-1,092,930
111
-600,000
112
-1,254,700
113
-1
114
-49,300
115
-150,000
116
-1,294,315
117
-728,431
118
-523,201
119
-56,023
120
-1,100,000
121
-748,500
122
-1,244,047
123
-545,498
124
-1,220,296
125
-1,499,600