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
$261M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.74M
3
+$4.56M
4
AVB icon
AvalonBay Communities
AVB
+$4.15M
5
EQR icon
Equity Residential
EQR
+$4.06M

Top Sells

1
+$6.88M
2
+$5.02M
3
+$2.96M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.65M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.22M

Sector Composition

1 Technology 16.47%
2 Real Estate 13.19%
3 Industrials 10.9%
4 Financials 9.49%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 1.24%
101,437
+229
27
$3M 1.15%
57,168
+642
28
$2.94M 1.13%
19,686
+48
29
$2.93M 1.13%
20,990
30
$2.8M 1.08%
32,015
31
$2.77M 1.06%
10,633
32
$2.41M 0.92%
28,235
+250
33
$2.02M 0.77%
20,564
+5
34
$1.84M 0.71%
8,084
35
$1.82M 0.7%
50,542
-65
36
$1.78M 0.68%
35,940
+2,350
37
$1.65M 0.63%
7,501
+10
38
$1.64M 0.63%
19,935
39
$1.55M 0.6%
5,899
+55
40
$1.49M 0.57%
5,982
41
$1.33M 0.51%
4,445
+20
42
$1.13M 0.43%
9,834
43
$1.13M 0.43%
8,168
44
$1.1M 0.42%
31,196
-203
45
$1.1M 0.42%
6,988
+44
46
$1.08M 0.41%
5,131
+25
47
$1.07M 0.41%
3,097
+18
48
$1.02M 0.39%
7,031
+562
49
$918K 0.35%
49,536
+1,022
50
$873K 0.33%
12,957
+37
1
2
3 4