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RIVERTREE ADVISORS, LLC

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WINTER PARK FL Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Rivertree Advisors is based out of Winter Park. Rivertree Advisors is a large advisory firm with 92 clients and discretionary assets under management (AUM) of $160,226,014 (Form ADV from 2023-12-07). Their last reported 13F filing for Q4 2023 included $147,077,781 in managed 13F securities and a top 10 holdings concentration of 66.89%. Rivertree Advisors's largest holding is First Trust Enhanced Short Maturity ETF- with shares held of 291,184. Whalewisdom has at least 13 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
FTSM First Trust Enhanced 11.81%
LMBS First Trust Low Dura 7.73%
BUFR FT Cboe Vest Fund of 7.56%
JAAA Janus Henderson AAA 7.09%
FTCS First Trust Capital 6.61%

2023-12-31

13F Activity

Market Value $147m, Prior: $134m
New Purchases 10 stocks
Added To 11 stocks
Sold out of 3 stocks
Reduced holdings in 7 stocks
Top 10 Holdings % 66.89%
Turnover %[1] 44.83%
Turnover Alt %[2] 31.87%
Time Held Top 20 3 quarters
Time Held Top 10 4 quarters
Time Held All 2.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance