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
$228M
AUM Growth
-$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.93M
3
+$1.61M
4
VICI icon
VICI Properties
VICI
+$771K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$233K

Top Sells

1
+$10.2M
2
+$7.11M
3
+$4.42M
4
SHAK icon
Shake Shack
SHAK
+$2.39M
5
TGT icon
Target
TGT
+$2.23M

Sector Composition

1 Technology 17.01%
2 Financials 14.68%
3 Industrials 9.6%
4 Consumer Discretionary 8.23%
5 Real Estate 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.98%
110,345
27
$2.2M 0.97%
70,452
+3
28
$1.95M 0.86%
9,410
+98
29
$1.93M 0.85%
+20,553
30
$1.86M 0.82%
31,577
-250
31
$1.77M 0.78%
27,985
32
$1.61M 0.71%
+23,124
33
$1.57M 0.69%
5,982
34
$1.54M 0.68%
70,960
35
$1.54M 0.68%
7,486
36
$1.45M 0.64%
39,064
-57
37
$1.44M 0.63%
31,620
+4
38
$1.42M 0.62%
33,590
+280
39
$1.39M 0.61%
19,935
+190
40
$1.35M 0.59%
4,425
+4
41
$1.31M 0.58%
82,545
+1,000
42
$1.31M 0.57%
14,858
-25
43
$1.3M 0.57%
13,236
44
$1.24M 0.54%
5,864
+41
45
$1.15M 0.5%
8,168
46
$1.15M 0.5%
6,934
+9
47
$1.13M 0.5%
9,834
48
$1.09M 0.48%
30,958
-982
49
$1.06M 0.47%
5,106
50
$1.06M 0.46%
31,401
+1
1
2
3 4