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
$226M
AUM Growth
-$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.46M
3
+$2.94M
4
VICI icon
VICI Properties
VICI
+$2.23M
5
VB icon
Vanguard Small-Cap ETF
VB
+$766K

Top Sells

1
+$3.01M
2
+$2.96M
3
+$654K
4
SERA icon
Sera Prognostics
SERA
+$338K
5
LH icon
Labcorp
LH
+$267K

Sector Composition

1 Technology 15.96%
2 Financials 14.38%
3 Real Estate 9.36%
4 Industrials 9.33%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.96M 1.31%
53,948
-53,934
27
$2.95M 1.3%
101,208
+76,691
28
$2.75M 1.22%
20,990
29
$2.45M 1.08%
10,633
30
$2.39M 1.06%
32,015
+438
31
$2.22M 0.98%
70,410
-42
32
$1.9M 0.84%
27,985
33
$1.85M 0.82%
109,035
-1,310
34
$1.72M 0.76%
20,559
+6
35
$1.7M 0.75%
50,607
+11,543
36
$1.63M 0.72%
8,084
-1,326
37
$1.53M 0.68%
19,935
38
$1.5M 0.66%
5,982
39
$1.48M 0.66%
23,375
+251
40
$1.46M 0.65%
33,590
41
$1.46M 0.65%
7,491
+5
42
$1.22M 0.54%
31,399
+441
43
$1.21M 0.54%
4,425
44
$1.19M 0.52%
5,844
-20
45
$1.16M 0.52%
14,858
46
$1.13M 0.5%
9,834
47
$1.12M 0.49%
31,623
+3
48
$1.09M 0.48%
66,327
-4,633
49
$1.08M 0.48%
6,944
+10
50
$1.07M 0.47%
82,865
+320
1
2
3 4