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
$331M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.59M
3
+$2.3M
4
BHP icon
BHP
BHP
+$1.11M
5
ACVA icon
ACV Auctions
ACVA
+$347K

Top Sells

1
+$4.8M
2
+$1.57M
3
+$1.03M
4
CCL icon
Carnival Corp
CCL
+$746K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$454K

Sector Composition

1 Consumer Discretionary 17.45%
2 Technology 12.72%
3 Real Estate 12.5%
4 Financials 8.09%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.97M 1.2%
20,994
27
$3.95M 1.19%
21,528
-80
28
$3.77M 1.14%
60,613
29
$3.71M 1.12%
32,872
30
$3.6M 1.09%
190,090
-10,152
31
$3.34M 1.01%
10,580
32
$3.18M 0.96%
27,875
-100
33
$3.01M 0.91%
102,935
-3,583
34
$2.91M 0.88%
68,565
-756
35
$2.61M 0.79%
19,407
+34
36
$2.57M 0.78%
19,550
37
$2.42M 0.73%
41,176
-26,735
38
$2.36M 0.71%
27,995
39
$2.3M 0.69%
+60,009
40
$2.06M 0.62%
19,886
41
$2.01M 0.61%
57,936
-138,597
42
$1.96M 0.59%
5,850
43
$1.91M 0.58%
7,518
+9
44
$1.83M 0.55%
8,000
45
$1.77M 0.53%
22,058
-2,099
46
$1.59M 0.48%
4,420
47
$1.48M 0.45%
1,660
48
$1.34M 0.41%
3,346
+187
49
$1.24M 0.38%
3,197
+17
50
$1.23M 0.37%
8,168
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