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
$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
KO icon
26
Coca-Cola
KO
$300B
$4.34M 1.36%
60,529
-84
NKE icon
27
Nike
NKE
$102B
$4.16M 1.31%
65,511
+4,832
V icon
28
Visa
V
$674B
$3.71M 1.17%
10,580
BHP icon
29
BHP
BHP
$141B
$3.66M 1.15%
75,337
+52,614
STWD icon
30
Starwood Property Trust
STWD
$6.84B
$3.66M 1.15%
184,940
-5,150
VICI icon
31
VICI Properties
VICI
$33.3B
$3.66M 1.15%
112,082
+9,147
UPS icon
32
United Parcel Service
UPS
$73.9B
$3.52M 1.11%
32,011
-6,867
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$3.14T
$3.45M 1.08%
22,310
+1,316
PSX icon
34
Phillips 66
PSX
$54.5B
$3.4M 1.07%
27,530
-345
ENB icon
35
Enbridge
ENB
$102B
$3.32M 1.04%
75,021
+6,456
SLB icon
36
SLB Limited
SLB
$53.5B
$2.57M 0.81%
61,549
+1,540
MU icon
37
Micron Technology
MU
$246B
$2.55M 0.8%
29,295
+1,300
ABNB icon
38
Airbnb
ABNB
$78.4B
$2.39M 0.75%
20,042
+492
NVDA icon
39
NVIDIA
NVDA
$4.53T
$2.37M 0.74%
21,852
+2,445
CAVA icon
40
CAVA Group
CAVA
$7.37B
$2.23M 0.7%
25,772
-7,100
AFL icon
41
Aflac
AFL
$57.3B
$2.21M 0.69%
19,886
RIO icon
42
Rio Tinto
RIO
$115B
$2.06M 0.65%
34,277
-6,899
VIS icon
43
Vanguard Industrials ETF
VIS
$6.39B
$1.86M 0.59%
7,522
+4
LH icon
44
Labcorp
LH
$23.2B
$1.86M 0.59%
8,000
SWK icon
45
Stanley Black & Decker
SWK
$10.9B
$1.85M 0.58%
24,015
+1,957
CGDV icon
46
Capital Group Dividend Value ETF
CGDV
$22.5B
$1.8M 0.57%
50,503
+21,634
SYK icon
47
Stryker
SYK
$146B
$1.64M 0.52%
4,405
-15
CRM icon
48
Salesforce
CRM
$243B
$1.57M 0.49%
5,845
-5
NFLX icon
49
Netflix
NFLX
$464B
$1.55M 0.49%
1,660
HD icon
50
Home Depot
HD
$385B
$1.41M 0.44%
3,841
+644
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