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RCA

Riverview Capital Advisers Portfolio holdings

AUM $300M
1-Year Est. Return 10.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$4.59M
3
+$4.33M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.27M
5
OTIS icon
Otis Worldwide
OTIS
+$2.25M

Top Sells

1
+$13.6M
2
+$4.29M
3
+$3.47M
4
TOL icon
Toll Brothers
TOL
+$3.27M
5
PSA icon
Public Storage
PSA
+$3.17M

Sector Composition

1 Technology 18.45%
2 Financials 13.65%
3 Consumer Discretionary 13.57%
4 Real Estate 7.58%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.07T
$24.3M 8.11%
50,712
+337
AMZN icon
2
Amazon
AMZN
$2.65T
$23.6M 7.87%
113,232
+107
AAPL icon
3
Apple
AAPL
$4.4T
$21.7M 7.24%
85,442
-3,708
VO icon
4
Vanguard Mid-Cap ETF
VO
$105B
$16.4M 5.47%
228,116
+9,572
TSLA icon
5
Tesla
TSLA
$1.52T
$10.9M 3.63%
29,285
PCLG
6
Polen Focus Growth ETF
PCLG
$103M
$10.2M 3.42%
500,775
VUG icon
7
Vanguard Growth ETF
VUG
$225B
$9.48M 3.16%
130,248
+11,070
MSFT icon
8
Microsoft
MSFT
$2.93T
$8.67M 2.89%
23,429
-50
VIG icon
9
Vanguard Dividend Appreciation ETF
VIG
$110B
$8.04M 2.68%
37,366
+6,282
MKL icon
10
Markel Group
MKL
$23.2B
$8.03M 2.68%
4,196
+20
CRM icon
11
Salesforce
CRM
$132B
$7.85M 2.62%
+42,067
MU icon
12
Micron Technology
MU
$1.15T
$7.82M 2.61%
23,152
-350
PK icon
13
Park Hotels & Resorts
PK
$2.9B
$7.01M 2.34%
665,678
-12,200
WMT icon
14
Walmart Inc
WMT
$963B
$6.84M 2.28%
55,009
+1,670
BXP icon
15
Boston Properties
BXP
$10.5B
$6.75M 2.25%
130,098
-1,364
CGDV icon
16
Capital Group Dividend Value ETF
CGDV
$35.8B
$6.72M 2.24%
158,014
+103,201
CGXU icon
17
Capital Group International Focus Equity ETF
CGXU
$6.41B
$6.65M 2.22%
225,619
+8,955
CARR icon
18
Carrier Global
CARR
$59.1B
$6.15M 2.05%
109,132
-2,684
KMI icon
19
Kinder Morgan
KMI
$69.9B
$6.14M 2.05%
183,159
+897
VTI icon
20
Vanguard Total Stock Market ETF
VTI
$657B
$6.03M 2.01%
18,796
+930
R icon
21
Ryder
R
$10.7B
$5.98M 2%
29,228
+219
SPG icon
22
Simon Property Group
SPG
$69.8B
$5.51M 1.84%
29,525
-22,474
URI icon
23
United Rentals
URI
$67.9B
$5.12M 1.71%
7,024
-125
HD icon
24
Home Depot
HD
$336B
$4.98M 1.66%
15,128
-91
IWD icon
25
iShares Russell 1000 Value ETF
IWD
$76.9B
$4.78M 1.6%
22,394
+67
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