RIA

RP Investment Advisors Portfolio holdings

AUM $427K
1-Year Est. Return 17.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-17.98%
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
+$24.6M
2
+$19.5M
3
+$17.4M
4
GROV icon
Grove Collaborative
GROV
+$16.8M
5
CHAA
Catcha Investment Corp
CHAA
+$16.7M

Top Sells

1
+$84.8M
2
+$24.4M
3
+$22.8M
4
KURIU
Alkuri Global Acquisition Corp Unit
KURIU
+$22.5M
5
RBOT
Vicarious Surgical
RBOT
+$15.8M

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
126
– –
-49,300
127
– –
-150,000
128
– –
-1,244,047
129
– –
-545,498
130
– –
-1,220,296
131
– –
-1,499,600
132
– –
-362,941
133
– –
-1,168,321
134
– –
-1,163,512
135
– –
-2,280,686
136
– –
-2,412,885
137
– –
-861,162
2 3 4 5
6