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
$297M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.69M
3
+$1.85M
4
INDA icon
iShares MSCI India ETF
INDA
+$749K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$727K

Top Sells

1
+$3.91M
2
+$562K
3
+$509K
4
FTRE icon
Fortrea Holdings
FTRE
+$324K
5
AVB icon
AvalonBay Communities
AVB
+$208K

Sector Composition

1 Consumer Discretionary 15.1%
2 Technology 13.44%
3 Real Estate 12.79%
4 Financials 9.08%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.94M 1.33%
27,875
-955
27
$3.86M 1.3%
60,613
-1,206
28
$3.85M 1.3%
21,140
+150
29
$3.82M 1.29%
201,539
+360
30
$3.73M 1.26%
55,074
-947
31
$3.68M 1.24%
27,995
+10
32
$3.05M 1.03%
106,572
+3,888
33
$3.04M 1.02%
19,418
-359
34
$2.78M 0.94%
10,580
35
$2.32M 0.78%
18,801
+2,861
36
$1.78M 0.6%
19,886
37
$1.77M 0.59%
7,505
38
$1.65M 0.56%
20,657
+76
39
$1.63M 0.55%
8,000
40
$1.5M 0.51%
5,852
-47
41
$1.5M 0.51%
4,420
-25
42
$1.31M 0.44%
70,074
+1,334
43
$1.28M 0.43%
35,861
-15,789
44
$1.21M 0.41%
40,133
45
$1.19M 0.4%
6,017
+35
46
$1.13M 0.38%
3,102
+1,145
47
$1.13M 0.38%
9,834
48
$1.12M 0.38%
1,660
49
$1.12M 0.38%
8,168
50
$1.1M 0.37%
5,131
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