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
$349M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.21M
3
+$4.62M
4
HD icon
Home Depot
HD
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.46M

Top Sells

1
+$4.12M
2
+$2.53M
3
+$1.64M
4
SG icon
Sweetgreen
SG
+$1.45M
5
STWD icon
Starwood Property Trust
STWD
+$1.17M

Sector Composition

1 Consumer Discretionary 15.62%
2 Technology 13.06%
3 Real Estate 12.41%
4 Financials 9.82%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
51
Salesforce
CRM
$243B
$1.6M 0.46%
5,853
+8
MTH icon
52
Meritage Homes
MTH
$5.08B
$1.56M 0.45%
+23,225
INDA icon
53
iShares MSCI India ETF
INDA
$9.58B
$1.44M 0.41%
25,926
+572
IWF icon
54
iShares Russell 1000 Growth ETF
IWF
$125B
$1.36M 0.39%
3,196
-190
RIO icon
55
Rio Tinto
RIO
$115B
$1.26M 0.36%
21,623
-12,654
IYW icon
56
iShares US Technology ETF
IYW
$22.8B
$1.13M 0.32%
9,834
GS icon
57
Goldman Sachs
GS
$242B
$1.1M 0.32%
1,558
-19
HON icon
58
Honeywell
HON
$137B
$1.1M 0.32%
4,731
-400
JNJ icon
59
Johnson & Johnson
JNJ
$459B
$1.09M 0.31%
7,150
-88
DGX icon
60
Quest Diagnostics
DGX
$20.3B
$1.09M 0.31%
6,069
-2,099
SWK icon
61
Stanley Black & Decker
SWK
$10.9B
$1.04M 0.3%
15,422
-8,593
AZN icon
62
AstraZeneca
AZN
$258B
$838K 0.24%
11,991
-966
JPM icon
63
JPMorgan Chase
JPM
$818B
$775K 0.22%
2,674
MSTR icon
64
Strategy Inc
MSTR
$83B
$771K 0.22%
1,908
SHW icon
65
Sherwin-Williams
SHW
$83.3B
$715K 0.2%
2,082
-168
BX icon
66
Blackstone
BX
$121B
$698K 0.2%
4,667
-25
SPY icon
67
SPDR S&P 500 ETF Trust
SPY
$672B
$685K 0.2%
1,108
-15
XOM icon
68
Exxon Mobil
XOM
$492B
$670K 0.19%
6,212
EA icon
69
Electronic Arts
EA
$50.1B
$666K 0.19%
4,168
-337
META icon
70
Meta Platforms (Facebook)
META
$1.85T
$643K 0.18%
871
PHG icon
71
Philips
PHG
$27.4B
$593K 0.17%
24,718
VGT icon
72
Vanguard Information Technology ETF
VGT
$112B
$587K 0.17%
885
UBER icon
73
Uber
UBER
$196B
$581K 0.17%
6,231
GBTC icon
74
Grayscale Bitcoin Trust
GBTC
$44.3B
$541K 0.15%
6,373
NKE icon
75
Nike
NKE
$102B
$536K 0.15%
7,545
-57,966
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