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
126
-362,941
127
-1
128
-2,302,678
129
-662,820
130
-304,162
131
-1,168,321
132
-1,163,512
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-1,381,503
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-600,000
135
-2,280,686
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137
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138
-1,696,798
139
-861,162