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
$225M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12.8M
3
+$12.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$11.6M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.16%
2 Financials 14.58%
3 Consumer Discretionary 9.97%
4 Communication Services 8.21%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 1.16%
+27,985
27
$2.55M 1.14%
+10,050
28
$2.51M 1.12%
+9,312
29
$2.45M 1.09%
+23,734
30
$2.39M 1.06%
+32,954
31
$2.29M 1.02%
+10,583
32
$2.28M 1.01%
+9,436
33
$2.11M 0.94%
+5,994
34
$2.07M 0.92%
+12,970
35
$2.05M 0.91%
+12,282
36
$1.57M 0.7%
+34,165
37
$1.52M 0.67%
+7,467
38
$1.51M 0.67%
+14,627
39
$1.45M 0.64%
+24,532
40
$1.41M 0.63%
+8,168
41
$1.26M 0.56%
+2,643
42
$1.24M 0.55%
+22,887
43
$1.2M 0.54%
+7,027
44
$1.19M 0.53%
+3,345
45
$1.18M 0.53%
+4,645
46
$1.16M 0.52%
+19,835
47
$1.16M 0.51%
+4,320
48
$1.15M 0.51%
+15,715
49
$1.13M 0.5%
+9,834
50
$1.13M 0.5%
+13,092
1
2
3 4 5