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
$747M
AUM Growth
-$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Sector Composition

1 Financials 79.16%
2 Healthcare 4.79%
3 Technology 4.29%
4 Industrials 3.34%
5 Consumer Staples 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-250,000
127
-469,422
128
-125,450
129
-252,700
130
-540,044
131
-239,449
132
-2,400,000
133
-1,112,570
134
-1,752,286
135
-802,393
136
-650,000
137
-114,662
138
-1,607,928