RCA

Riverview Capital Advisers Portfolio holdings

AUM $349M
1-Year Est. Return 14.74%
This Quarter Est. Return
1 Year Est. Return
+14.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$349M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.21M
3
+$4.62M
4
HD icon
Home Depot
HD
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.46M

Top Sells

1
+$4.12M
2
+$2.53M
3
+$1.64M
4
SG icon
Sweetgreen
SG
+$1.45M
5
STWD icon
Starwood Property Trust
STWD
+$1.17M

Sector Composition

1 Consumer Discretionary 15.62%
2 Technology 13.06%
3 Real Estate 12.41%
4 Financials 9.82%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.06T
$25.4M 7.28%
52,331
+10,725
AMZN icon
2
Amazon
AMZN
$2.36T
$25.4M 7.27%
115,701
+15,790
AAPL icon
3
Apple
AAPL
$3.85T
$18.6M 5.33%
90,692
-4,673
RSP icon
4
Invesco S&P 500 Equal Weight ETF
RSP
$75B
$18.6M 5.33%
102,307
+4,541
VO icon
5
Vanguard Mid-Cap ETF
VO
$88.8B
$17.6M 5.03%
62,758
-872
VB icon
6
Vanguard Small-Cap ETF
VB
$68B
$12.6M 3.61%
53,189
-10,673
MSFT icon
7
Microsoft
MSFT
$3.87T
$11M 3.15%
22,133
+263
CARR icon
8
Carrier Global
CARR
$48.6B
$10.2M 2.94%
139,977
+36,195
BXP icon
9
Boston Properties
BXP
$11.7B
$9.06M 2.6%
134,273
-15,550
TSLA icon
10
Tesla
TSLA
$1.49T
$9.04M 2.59%
28,456
+3,442
VUG icon
11
Vanguard Growth ETF
VUG
$197B
$8.76M 2.51%
19,976
+275
SPG icon
12
Simon Property Group
SPG
$58.3B
$8.7M 2.49%
54,109
-2,144
PK icon
13
Park Hotels & Resorts
PK
$2.23B
$6.92M 1.98%
676,496
+215,350
KMI icon
14
Kinder Morgan
KMI
$58.3B
$6.69M 1.92%
227,526
-9,955
VIG icon
15
Vanguard Dividend Appreciation ETF
VIG
$98.5B
$6.19M 1.77%
30,255
+1,087
HD icon
16
Home Depot
HD
$383B
$6M 1.72%
16,378
+12,537
FSLR icon
17
First Solar
FSLR
$24.6B
$5.87M 1.68%
35,483
-287
CGXU icon
18
Capital Group International Focus Equity ETF
CGXU
$4.24B
$5.69M 1.63%
209,576
-822
URI icon
19
United Rentals
URI
$58.8B
$5.4M 1.55%
+7,166
VTI icon
20
Vanguard Total Stock Market ETF
VTI
$549B
$5.37M 1.54%
17,671
-281
WMT icon
21
Walmart
WMT
$852B
$5.34M 1.53%
54,663
-324
EQR icon
22
Equity Residential
EQR
$24.2B
$4.63M 1.33%
68,626
-175
R icon
23
Ryder
R
$6.53B
$4.62M 1.32%
+29,079
IWD icon
24
iShares Russell 1000 Value ETF
IWD
$65.1B
$4.6M 1.32%
23,660
-198
AVB icon
25
AvalonBay Communities
AVB
$26.9B
$4.39M 1.26%
21,562
-292
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