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
$181M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.78M
3
+$1.71M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.67M
5
SPG icon
Simon Property Group
SPG
+$1.65M

Top Sells

1
+$9.87M
2
+$5.54M
3
+$3.7M
4
TGT icon
Target
TGT
+$1.91M
5
HD icon
Home Depot
HD
+$1.88M

Sector Composition

1 Technology 13.73%
2 Communication Services 13.5%
3 Financials 9.85%
4 Consumer Discretionary 9.15%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 1.19%
9,582
+3,600
27
$2.09M 1.16%
10,633
+50
28
$2.06M 1.14%
58,195
+47,145
29
$1.87M 1.04%
9,312
30
$1.78M 0.98%
9,437
+1
31
$1.65M 0.91%
+17,378
32
$1.63M 0.9%
+38,682
33
$1.55M 0.86%
+54,321
34
$1.55M 0.86%
27,985
-150
35
$1.47M 0.81%
+49,240
36
$1.43M 0.79%
10,000
37
$1.39M 0.77%
+38,748
38
$1.35M 0.75%
+31,790
39
$1.35M 0.75%
25,711
+238
40
$1.32M 0.73%
14,675
+48
41
$1.28M 0.71%
13,286
+50
42
$1.22M 0.68%
6,900
+42
43
$1.22M 0.67%
7,470
+5
44
$1.21M 0.67%
+25,260
45
$1.13M 0.62%
9,834
46
$1.1M 0.61%
19,835
47
$1.09M 0.6%
8,168
48
$957K 0.53%
6,775
-13,531
49
$887K 0.49%
5,106
+18
50
$859K 0.48%
4,320
1
2
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