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
$325M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$4.97M
3
+$4.83M
4
ABNB icon
Airbnb
ABNB
+$2.48M
5
ENB icon
Enbridge
ENB
+$1.36M

Top Sells

1
+$7.82M
2
+$6.48M
3
+$3.04M
4
CAVA icon
CAVA Group
CAVA
+$1.24M
5
MGM icon
MGM Resorts International
MGM
+$458K

Sector Composition

1 Consumer Discretionary 16.34%
2 Real Estate 13.77%
3 Technology 12.69%
4 Financials 8.3%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.45M 1.37%
55,080
+6
27
$4.36M 1.34%
60,613
28
$4.08M 1.26%
200,242
-1,297
29
$4.07M 1.25%
32,872
-10,000
30
$3.68M 1.13%
27,975
+100
31
$3.55M 1.09%
106,518
-54
32
$3.48M 1.07%
20,994
-146
33
$2.91M 0.9%
10,580
34
$2.9M 0.89%
27,995
35
$2.82M 0.87%
69,321
+33,460
36
$2.66M 0.82%
24,157
+3,500
37
$2.48M 0.76%
+19,550
38
$2.35M 0.72%
19,373
+572
39
$2.22M 0.68%
19,886
40
$1.95M 0.6%
7,509
+4
41
$1.79M 0.55%
8,000
42
$1.6M 0.49%
5,850
-2
43
$1.6M 0.49%
4,420
44
$1.46M 0.45%
79,266
+9,192
45
$1.29M 0.4%
3,180
+18
46
$1.27M 0.39%
8,168
47
$1.19M 0.37%
3,159
+57
48
$1.18M 0.36%
1,660
49
$1.14M 0.35%
7,018
+10
50
$1.13M 0.35%
9,834
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2
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