RCA

Riverview Capital Advisers Portfolio holdings

AUM $330M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$675K
2
+$387K
3
+$236K
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$216K
5
ACN icon
Accenture
ACN
+$206K

Top Sells

1
+$2.39M
2
+$1.58M
3
+$1.57M
4
DGX icon
Quest Diagnostics
DGX
+$1.16M
5
SYK icon
Stryker
SYK
+$1.07M

Sector Composition

1 Consumer Discretionary 15.43%
2 Technology 14.8%
3 Financials 13.21%
4 Real Estate 12.12%
5 Industrials 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
51
Meta Platforms (Facebook)
META
$1.58T
$909K 0.28%
1,377
-16
JPM icon
52
JPMorgan Chase
JPM
$774B
$870K 0.26%
2,699
+5
XOM icon
53
Exxon Mobil
XOM
$662B
$762K 0.23%
6,334
BX icon
54
Blackstone
BX
$87B
$671K 0.2%
4,355
-20
VGT icon
55
Vanguard Information Technology ETF
VGT
$110B
$667K 0.2%
885
PHG icon
56
Philips
PHG
$26.9B
$664K 0.2%
24,503
SPY icon
57
State Street SPDR S&P 500 ETF Trust
SPY
$670B
$649K 0.2%
952
+68
SIRI icon
58
SiriusXM
SIRI
$7.5B
$588K 0.18%
29,389
+18,000
UBER icon
59
Uber
UBER
$160B
$580K 0.18%
7,098
-35
ORCL icon
60
Oracle
ORCL
$445B
$572K 0.17%
2,933
-52
LLY icon
61
Eli Lilly
LLY
$831B
$547K 0.17%
509
+14
CAVA icon
62
CAVA Group
CAVA
$10.2B
$544K 0.16%
9,272
SYK icon
63
Stryker
SYK
$134B
$482K 0.15%
1,370
-2,949
SCHX icon
64
Schwab US Large- Cap ETF
SCHX
$62.9B
$470K 0.14%
17,470
+46
VOO icon
65
Vanguard S&P 500 ETF
VOO
$853B
$447K 0.14%
712
+31
PEP icon
66
PepsiCo
PEP
$214B
$442K 0.13%
3,081
-5
GBTC icon
67
Grayscale Bitcoin Trust
GBTC
$29.7B
$436K 0.13%
6,373
MA icon
68
Mastercard
MA
$453B
$421K 0.13%
737
-12
DKNG icon
69
DraftKings
DKNG
$12.4B
$416K 0.13%
12,083
+437
XLF icon
70
State Street Financial Select Sector SPDR ETF
XLF
$46.2B
$416K 0.13%
7,587
EPI icon
71
WisdomTree India Earnings Fund ETF
EPI
$2.44B
$410K 0.12%
8,855
SHOP icon
72
Shopify
SHOP
$167B
$368K 0.11%
2,288
-227
LAR
73
Lithium Argentina AG
LAR
$1.08B
$339K 0.1%
60,786
VWO icon
74
Vanguard FTSE Emerging Markets ETF
VWO
$112B
$314K 0.1%
5,846
IBIT icon
75
iShares Bitcoin Trust
IBIT
$58.1B
$306K 0.09%
6,165
-27,783
1 2
3
4 5