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
$232M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.1M
3
+$5.65M
4
FTNT icon
Fortinet
FTNT
+$4.42M
5
ADBE icon
Adobe
ADBE
+$3.72M

Top Sells

1
+$3.28M
2
+$265K
3
+$225K
4
ABT icon
Abbott
ABT
+$211K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$119K

Sector Composition

1 Technology 15.95%
2 Financials 13.49%
3 Consumer Discretionary 10.36%
4 Industrials 8.32%
5 Consumer Staples 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.07%
70,449
-227
27
$2.4M 1.03%
110,345
28
$2.4M 1.03%
10,633
29
$2.39M 1.03%
+43,146
30
$2.23M 0.96%
13,478
+7
31
$2.15M 0.92%
20,705
32
$1.84M 0.79%
9,312
33
$1.82M 0.78%
81,545
+1,650
34
$1.69M 0.73%
27,985
35
$1.54M 0.66%
10,050
+50
36
$1.49M 0.64%
39,121
-178
37
$1.46M 0.63%
31,616
-177
38
$1.43M 0.61%
7,486
+4
39
$1.36M 0.58%
24,992
-282
40
$1.3M 0.56%
13,236
41
$1.27M 0.55%
19,745
42
$1.26M 0.54%
4,421
43
$1.24M 0.53%
5,982
44
$1.21M 0.52%
31,940
45
$1.2M 0.52%
14,883
46
$1.16M 0.5%
5,823
-45
47
$1.16M 0.5%
8,168
48
$1.13M 0.49%
9,834
49
$1.07M 0.46%
6,925
+9
50
$1.05M 0.45%
25,823
+43
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2
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