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
ES icon
26
Eversource Energy
ES
$27.7B
$4.22M 1.21%
66,328
-25,765
PSA icon
27
Public Storage
PSA
$53B
$4.17M 1.19%
14,205
-3,662
KO icon
28
Coca-Cola
KO
$300B
$4.02M 1.15%
56,872
-3,657
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$3.14T
$3.91M 1.12%
22,176
-134
SG icon
30
Sweetgreen
SG
$872M
$3.74M 1.07%
251,203
-97,451
V icon
31
Visa
V
$674B
$3.73M 1.07%
10,494
-86
NVDA icon
32
NVIDIA
NVDA
$4.53T
$3.44M 0.99%
21,795
-57
MU icon
33
Micron Technology
MU
$246B
$3.39M 0.97%
27,525
-1,770
UPS icon
34
United Parcel Service
UPS
$73.9B
$3.38M 0.97%
33,478
+1,467
ENB icon
35
Enbridge
ENB
$102B
$3.29M 0.94%
72,603
-2,418
SLB icon
36
SLB Limited
SLB
$53.5B
$3.09M 0.89%
91,515
+29,966
BHP icon
37
BHP
BHP
$141B
$3.04M 0.87%
63,170
-12,167
TEM
38
Tempus AI
TEM
$15.5B
$2.95M 0.85%
46,441
+17,469
VICI icon
39
VICI Properties
VICI
$33.3B
$2.89M 0.83%
88,657
-23,425
TOL icon
40
Toll Brothers
TOL
$13.3B
$2.79M 0.8%
+24,404
ABNB icon
41
Airbnb
ABNB
$78.4B
$2.62M 0.75%
19,769
-273
STWD icon
42
Starwood Property Trust
STWD
$6.84B
$2.54M 0.73%
126,605
-58,335
PSX icon
43
Phillips 66
PSX
$54.5B
$2.53M 0.73%
21,248
-6,282
NFLX icon
44
Netflix
NFLX
$465B
$2.19M 0.63%
1,633
-27
CAVA icon
45
CAVA Group
CAVA
$7.37B
$2.17M 0.62%
25,772
AFL icon
46
Aflac
AFL
$57.3B
$2.1M 0.6%
19,880
-6
VIS icon
47
Vanguard Industrials ETF
VIS
$6.39B
$2.08M 0.6%
7,429
-93
CGDV icon
48
Capital Group Dividend Value ETF
CGDV
$22.5B
$2.02M 0.58%
51,166
+663
LH icon
49
Labcorp
LH
$23.2B
$1.94M 0.56%
7,404
-596
SYK icon
50
Stryker
SYK
$146B
$1.71M 0.49%
4,319
-86
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