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
$346M
AUM Growth
-$3.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$8.29M
3
+$1.83M
4
MSFT icon
Microsoft
MSFT
+$1.01M
5
ORCL icon
Oracle
ORCL
+$452K

Top Sells

1
+$18.6M
2
+$5.87M
3
+$3.74M
4
UPS icon
United Parcel Service
UPS
+$3.38M
5
SLB icon
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
DGX icon
51
Quest Diagnostics
DGX
$20.1B
$1.16M 0.33%
6,069
IYW icon
52
iShares US Technology ETF
IYW
$21.3B
$1.13M 0.33%
9,834
HON icon
53
Honeywell
HON
$123B
$1.04M 0.3%
4,956
+225
META icon
54
Meta Platforms (Facebook)
META
$1.63T
$1.02M 0.3%
1,393
+522
JPM icon
55
JPMorgan Chase
JPM
$851B
$850K 0.25%
2,694
+20
EA icon
56
Electronic Arts
EA
$50.9B
$841K 0.24%
4,168
ORCL icon
57
Oracle
ORCL
$546B
$839K 0.24%
2,985
+1,606
BX icon
58
Blackstone
BX
$120B
$747K 0.22%
4,375
-292
AZN icon
59
AstraZeneca
AZN
$281B
$728K 0.21%
9,491
-2,500
SHW icon
60
Sherwin-Williams
SHW
$82.2B
$721K 0.21%
2,082
XOM icon
61
Exxon Mobil
XOM
$505B
$714K 0.21%
6,334
+122
UBER icon
62
Uber
UBER
$174B
$699K 0.2%
7,133
+902
PHG icon
63
Philips
PHG
$25.7B
$668K 0.19%
24,503
-215
VGT icon
64
Vanguard Information Technology ETF
VGT
$115B
$661K 0.19%
885
MSTR icon
65
Strategy Inc
MSTR
$51.5B
$615K 0.18%
1,908
SPY icon
66
SPDR S&P 500 ETF Trust
SPY
$704B
$589K 0.17%
884
-224
GBTC icon
67
Grayscale Bitcoin Trust
GBTC
$36.1B
$572K 0.17%
6,373
CAVA icon
68
CAVA Group
CAVA
$6.29B
$560K 0.16%
9,272
-16,500
SCHX icon
69
Schwab US Large- Cap ETF
SCHX
$63.1B
$459K 0.13%
17,424
+42
DKNG icon
70
DraftKings
DKNG
$17.5B
$436K 0.13%
11,646
+1,268
PEP icon
71
PepsiCo
PEP
$206B
$433K 0.13%
3,086
+22
MA icon
72
Mastercard
MA
$496B
$426K 0.12%
+749
VOO icon
73
Vanguard S&P 500 ETF
VOO
$826B
$417K 0.12%
+681
XLF icon
74
State Street Financial Select Sector SPDR ETF
XLF
$52.9B
$409K 0.12%
7,587
EPI icon
75
WisdomTree India Earnings Fund ETF
EPI
$2.77B
$391K 0.11%
8,855
1 2
3
4 5