RCA

Riverview Capital Advisers Portfolio holdings

AUM $346M
1-Year Est. Return 13.45%
This Quarter Est. Return
1 Year Est. Return
+13.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.93M
3
+$4.52M
4
BHP icon
BHP
BHP
+$2.55M
5
SG icon
Sweetgreen
SG
+$2.06M

Top Sells

1
+$7.34M
2
+$5.27M
3
+$3.95M
4
MGM icon
MGM Resorts International
MGM
+$2.01M
5
CCL icon
Carnival Corp
CCL
+$1.23M

Sector Composition

1 Real Estate 14.65%
2 Consumer Discretionary 14.13%
3 Technology 13.01%
4 Financials 9.72%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.34M 1.36%
60,529
-84
27
$4.16M 1.31%
65,511
+4,832
28
$3.71M 1.17%
10,580
29
$3.66M 1.15%
75,337
+52,614
30
$3.66M 1.15%
184,940
-5,150
31
$3.66M 1.15%
112,082
+9,147
32
$3.52M 1.11%
32,011
-6,867
33
$3.45M 1.08%
22,310
+1,316
34
$3.4M 1.07%
27,530
-345
35
$3.32M 1.04%
75,021
+6,456
36
$2.57M 0.81%
61,549
+1,540
37
$2.55M 0.8%
29,295
+1,300
38
$2.39M 0.75%
20,042
+492
39
$2.37M 0.74%
21,852
+2,445
40
$2.23M 0.7%
25,772
-7,100
41
$2.21M 0.69%
19,886
42
$2.06M 0.65%
34,277
-6,899
43
$1.86M 0.59%
7,522
+4
44
$1.86M 0.59%
8,000
45
$1.85M 0.58%
24,015
+1,957
46
$1.8M 0.57%
50,503
+21,634
47
$1.64M 0.52%
4,405
-15
48
$1.57M 0.49%
5,845
-5
49
$1.55M 0.49%
16,600
50
$1.41M 0.44%
3,841
+644
1
2
3 4