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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
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.46T
$4.7M 1.57%
16,329
+641
ES icon
27
Eversource Energy
ES
$26.4B
$4.52M 1.51%
65,277
-285
NOW icon
28
ServiceNow
NOW
$105B
$4.03M 1.35%
38,559
+36,764
NVDA icon
29
NVIDIA
NVDA
$5.02T
$3.99M 1.33%
22,857
-10
ENB icon
30
Enbridge
ENB
$121B
$3.83M 1.28%
70,791
-1,324
V icon
31
Visa
V
$638B
$3.26M 1.09%
10,776
+373
VCSH icon
32
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$3.16M 1.05%
39,844
+28,427
AFL icon
33
Aflac
AFL
$59.8B
$2.19M 0.73%
19,987
+107
OTIS icon
34
Otis Worldwide
OTIS
$28.3B
$1.98M 0.66%
+25,679
LH icon
35
Labcorp
LH
$21.4B
$1.85M 0.62%
6,922
+17
KO icon
36
Coca-Cola
KO
$343B
$1.7M 0.57%
22,377
-174
STWD icon
37
Starwood Property Trust
STWD
$6.3B
$1.69M 0.56%
98,021
-10,986
TEM
38
Tempus AI
TEM
$9.15B
$1.65M 0.55%
36,441
NFLX icon
39
Netflix
NFLX
$327B
$1.61M 0.54%
16,720
+40
AVB icon
40
AvalonBay Communities
AVB
$26B
$1.51M 0.5%
9,234
-7,485
INDA icon
41
iShares MSCI India ETF
INDA
$6.93B
$1.36M 0.46%
29,115
+3,000
IWF icon
42
iShares Russell 1000 Growth ETF
IWF
$127B
$1.33M 0.45%
12,512
-92
GS icon
43
Goldman Sachs
GS
$327B
$1.25M 0.42%
1,482
+8
IYW icon
44
iShares US Technology ETF
IYW
$24.7B
$1.13M 0.38%
9,834
XOM icon
45
Exxon Mobil
XOM
$586B
$1.08M 0.36%
6,365
+31
META icon
46
Meta Platforms (Facebook)
META
$1.48T
$862K 0.29%
1,507
+130
JPM icon
47
JPMorgan Chase
JPM
$901B
$793K 0.26%
2,697
-2
CAVA icon
48
CAVA Group
CAVA
$10.2B
$750K 0.25%
9,272
SIRI icon
49
SiriusXM
SIRI
$9.37B
$733K 0.24%
31,752
+2,363
JNJ icon
50
Johnson & Johnson
JNJ
$560B
$721K 0.24%
2,950
-4,221
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