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
$186M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$6.81M
2 +$6.71M
3 +$3.68M
4
CARR icon
Carrier Global
CARR
+$3.31M
5
WMT icon
Walmart
WMT
+$1.92M

Top Sells

1 +$2.36M
2 +$1.71M
3 +$981K
4
TWTR
Twitter, Inc.
TWTR
+$964K
5
XPO icon
XPO
XPO
+$758K

Sector Composition

1 Industrials 11.21%
2 Technology 10.86%
3 Financials 10.6%
4 Consumer Discretionary 10.29%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.8M 0.97%
9,415
-23
27
$1.8M 0.96%
10,000
-50
28
$1.54M 0.83%
39,299
+281
29
$1.42M 0.76%
19,745
-90
30
$1.4M 0.75%
27,985
31
$1.37M 0.73%
7,482
+12
32
$1.35M 0.72%
79,895
33
$1.34M 0.72%
13,236
-50
34
$1.32M 0.71%
25,780
+33
35
$1.28M 0.69%
8,168
36
$1.27M 0.68%
25,274
+7
37
$1.24M 0.66%
31,793
38
$1.22M 0.66%
6,916
+8
39
$1.16M 0.62%
14,883
40
$1.13M 0.61%
9,834
41
$1.12M 0.6%
31,940
-67,488
42
$1.09M 0.59%
5,106
43
$1.08M 0.58%
4,421
44
$1.06M 0.57%
31,982
-22,759
45
$993K 0.53%
31,575
-7,174
46
$959K 0.51%
3,035
+17
47
$890K 0.48%
72,705
48
$876K 0.47%
12,920
49
$778K 0.42%
5,868
-7,395
50
$737K 0.4%
5,982
-3,600