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
$217M
AUM Growth
-$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.9M
3
+$5.52M
4
AMZN icon
Amazon
AMZN
+$4.27M
5
TGT icon
Target
TGT
+$4.2M

Top Sells

1
+$12.2M
2
+$7.93M
3
+$6.3M
4
SBUX icon
Starbucks
SBUX
+$5.72M
5
CVS icon
CVS Health
CVS
+$2.08M

Sector Composition

1 Technology 14.52%
2 Consumer Discretionary 12.2%
3 Financials 9.83%
4 Communication Services 8.35%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.93M 1.35%
99,600
+80,820
27
$2.87M 1.32%
20,640
28
$2.85M 1.31%
32,954
29
$2.35M 1.08%
10,583
30
$2.19M 1.01%
28,135
+150
31
$2.15M 0.99%
5,982
-12
32
$2.15M 0.99%
9,436
33
$2.11M 0.97%
9,312
34
$1.74M 0.8%
34,165
35
$1.72M 0.79%
10,000
-50
36
$1.62M 0.75%
14,627
37
$1.59M 0.73%
+72,705
38
$1.45M 0.67%
7,465
-2
39
$1.35M 0.62%
27,200
+17,000
40
$1.32M 0.61%
25,473
+941
41
$1.31M 0.6%
13,236
+144
42
$1.28M 0.59%
19,835
43
$1.22M 0.56%
6,858
-169
44
$1.19M 0.55%
10,316
+9,654
45
$1.18M 0.55%
2,622
-21
46
$1.15M 0.53%
4,320
47
$1.13M 0.52%
9,834
48
$1.12M 0.51%
8,168
49
$1.05M 0.48%
22,887
50
$990K 0.46%
5,088
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