RCA

Riverview Capital Advisers Portfolio holdings

AUM $330M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$387K
3
+$236K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$216K
5
ACN icon
Accenture
ACN
+$206K

Top Sells

1
+$2.39M
2
+$1.58M
3
+$1.57M
4
DGX icon
Quest Diagnostics
DGX
+$1.16M
5
SYK icon
Stryker
SYK
+$1.07M

Sector Composition

1 Consumer Discretionary 15.43%
2 Technology 14.8%
3 Financials 13.21%
4 Real Estate 12.12%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ES icon
26
Eversource Energy
ES
$27.5B
$4.41M 1.34%
65,562
-845
NVDA icon
27
NVIDIA
NVDA
$4.42T
$4.26M 1.29%
22,867
-126
V icon
28
Visa
V
$593B
$3.65M 1.1%
10,403
-1,210
EQR icon
29
Equity Residential
EQR
$22.7B
$3.47M 1.05%
54,995
-309
ENB icon
30
Enbridge
ENB
$118B
$3.45M 1.04%
72,115
-488
TOL icon
31
Toll Brothers
TOL
$13.5B
$3.27M 0.99%
24,217
-257
PSA icon
32
Public Storage
PSA
$50.9B
$3.17M 0.96%
12,206
-1,347
AVB icon
33
AvalonBay Communities
AVB
$23.7B
$3.03M 0.92%
16,719
-403
PSX icon
34
Phillips 66
PSX
$69.5B
$2.75M 0.83%
21,282
-191
VICI icon
35
VICI Properties
VICI
$30.6B
$2.63M 0.79%
93,419
+5,034
CGDV icon
36
Capital Group Dividend Value ETF
CGDV
$29.7B
$2.39M 0.72%
54,813
+5,031
AFL icon
37
Aflac
AFL
$56.3B
$2.19M 0.66%
19,880
TEM
38
Tempus AI
TEM
$9.09B
$2.15M 0.65%
36,441
ABNB icon
39
Airbnb
ABNB
$76.9B
$1.97M 0.6%
14,527
-816
STWD icon
40
Starwood Property Trust
STWD
$6.5B
$1.96M 0.59%
109,007
-17,028
VIS icon
41
Vanguard Industrials ETF
VIS
$7.11B
$1.84M 0.56%
6,178
-1,196
LH icon
42
Labcorp
LH
$22B
$1.73M 0.52%
6,905
KO icon
43
Coca-Cola
KO
$334B
$1.58M 0.48%
22,551
-34,350
NFLX icon
44
Netflix
NFLX
$398B
$1.56M 0.47%
16,680
-920
IWF icon
45
iShares Russell 1000 Growth ETF
IWF
$115B
$1.49M 0.45%
3,151
+17
JNJ icon
46
Johnson & Johnson
JNJ
$586B
$1.48M 0.45%
7,171
+12
INDA icon
47
iShares MSCI India ETF
INDA
$7.95B
$1.41M 0.43%
26,115
+2,030
GS icon
48
Goldman Sachs
GS
$239B
$1.3M 0.39%
1,474
-88
IYW icon
49
iShares US Technology ETF
IYW
$19B
$1.13M 0.34%
9,834
VCSH icon
50
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
$910K 0.28%
11,417
+8,457
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