RCA
Riverview Capital Advisers Portfolio holdings
AUM
$330M
1-Year Est. Return
12.64%
This Fund
S&P 500
1 Year Est. Return
+12.64%
AUM
$346M
AUM Growth
-$3.22M
(-0.92%)
Holding
111
Top Buys
| 1 | +$12.5M | |
| 2 | +$8.5M | |
| 3 | +$1.83M | |
| 4 |
Microsoft
MSFT
|
+$997K |
| 5 |
Mastercard
MA
|
+$430K |
Top Sells
| 1 | +$18.6M | |
| 2 | +$5.87M | |
| 3 | +$3.74M | |
| 4 |
United Parcel Service
UPS
|
+$3.38M |
| 5 |
SLB Ltd
SLB
|
+$3.09M |
Sector Composition
| 1 | Consumer Discretionary | 14.73% |
| 2 | Technology | 13.7% |
| 3 | Financials | 12.92% |
| 4 | Real Estate | 12.62% |
| 5 | Industrials | 6.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
NVIDIA
NVDA
$4.42T
| $4.29M | 1.24% |
22,993
+1,198
|
|
||
27
Visa
V
$593B
| $3.96M | 1.15% |
11,613
+1,119
|
|
||
28
Public Storage
PSA
$50.9B
| $3.91M | 1.13% |
13,553
-652
|
|
||
29
Alphabet (Google) Class A
GOOGL
$3.76T
| $3.9M | 1.13% |
16,038
-6,138
|
|
||
30
Coca-Cola
KO
$334B
| $3.77M | 1.09% |
56,901
+29
|
|
||
31
Enbridge
ENB
$118B
| $3.66M | 1.06% |
72,603
|
|
||
32
Equity Residential
EQR
$22.7B
| $3.58M | 1.04% |
55,304
-13,322
|
|
||
33
Toll Brothers
TOL
$13.5B
| $3.38M | 0.98% |
24,474
+70
|
|
||
34
AvalonBay Communities
AVB
$23.7B
| $3.31M | 0.96% |
17,122
-4,440
|
|
||
|
TEM
35
Tempus AI
TEM
$9.09B
| $2.94M | 0.85% |
36,441
-10,000
|
|
||
36
Phillips 66
PSX
$69.5B
| $2.92M | 0.84% |
21,473
+225
|
|
||
37
VICI Properties
VICI
$30.6B
| $2.88M | 0.83% |
88,385
-272
|
|
||
38
Starwood Property Trust
STWD
$6.5B
| $2.44M | 0.71% |
126,035
-570
|
|
||
39
Aflac
AFL
$56.3B
| $2.22M | 0.64% |
19,880
|
|
||
40
iShares Bitcoin Trust
IBIT
$58.1B
| $2.21M | 0.64% |
33,948
+28,130
|
|
||
41
Vanguard Industrials ETF
VIS
$7.11B
| $2.18M | 0.63% |
7,374
-55
|
|
||
42
Netflix
NFLX
$398B
| $2.11M | 0.61% |
17,600
+1,270
|
|
||
43
Capital Group Dividend Value ETF
CGDV
$29.7B
| $2.09M | 0.61% |
49,782
-1,384
|
|
||
44
Labcorp
LH
$22B
| $1.98M | 0.57% |
6,905
-499
|
|
||
45
Airbnb
ABNB
$79.1B
| $1.86M | 0.54% |
15,343
-4,426
|
|
||
46
Stryker
SYK
$134B
| $1.6M | 0.46% |
4,319
|
|
||
47
iShares Russell 1000 Growth ETF
IWF
$115B
| $1.47M | 0.42% |
3,134
-62
|
|
||
48
Johnson & Johnson
JNJ
$586B
| $1.33M | 0.38% |
7,159
+9
|
|
||
49
iShares MSCI India ETF
INDA
$7.95B
| $1.25M | 0.36% |
24,085
-1,841
|
|
||
50
Goldman Sachs
GS
$239B
| $1.24M | 0.36% |
1,562
+4
|
|