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
$159M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.31M
3
+$1.22M
4
TGT icon
Target
TGT
+$955K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$134K

Top Sells

1
+$12M
2
+$5.17M
3
+$2.67M
4
VICI icon
VICI Properties
VICI
+$1.47M
5
IBM icon
IBM
IBM
+$222K

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 11.14%
3 Financials 10.91%
4 Industrials 9.17%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.2%
13,263
+188
27
$1.89M 1.19%
10,633
28
$1.69M 1.06%
9,438
+1
29
$1.64M 1.03%
9,312
30
$1.52M 0.95%
79,895
+68,595
31
$1.45M 0.91%
54,741
+420
32
$1.45M 0.91%
39,018
+336
33
$1.4M 0.88%
27,985
34
$1.29M 0.81%
31,793
+3
35
$1.28M 0.8%
38,749
+1
36
$1.2M 0.75%
14,883
+208
37
$1.2M 0.75%
25,267
+7
38
$1.19M 0.75%
10,050
+50
39
$1.18M 0.74%
7,470
40
$1.13M 0.71%
9,834
41
$1.13M 0.71%
6,908
+8
42
$1.13M 0.71%
25,747
+36
43
$1.11M 0.7%
19,835
44
$1.09M 0.68%
13,286
45
$1M 0.63%
8,168
46
$964K 0.61%
22,000
47
$895K 0.56%
4,421
+101
48
$890K 0.56%
10,345
49
$853K 0.53%
5,106
50
$833K 0.52%
3,018
+21
1
2
3 4