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RCA

Riverview Capital Advisers Portfolio holdings

AUM $300M
1-Year Est. Return 10.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$300M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$4.59M
3
+$4.33M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.27M
5
OTIS icon
Otis Worldwide
OTIS
+$2.25M

Top Sells

1
+$13.6M
2
+$4.29M
3
+$3.47M
4
TOL icon
Toll Brothers
TOL
+$3.27M
5
PSA icon
Public Storage
PSA
+$3.17M

Sector Composition

1 Technology 18.45%
2 Financials 13.65%
3 Consumer Discretionary 13.57%
4 Real Estate 7.58%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHG icon
51
Philips
PHG
$26B
$671K 0.22%
24,503
SPY icon
52
State Street SPDR S&P 500 ETF Trust
SPY
$792B
$643K 0.21%
989
+37
IBIT icon
53
iShares Bitcoin Trust
IBIT
$50.1B
$621K 0.21%
16,165
+10,000
VGT icon
54
Vanguard Information Technology ETF
VGT
$143B
$618K 0.21%
7,088
+8
VIS icon
55
Vanguard Industrials ETF
VIS
$8.03B
$541K 0.18%
1,734
-4,444
BX icon
56
Blackstone
BX
$156B
$493K 0.16%
4,291
-64
LLY icon
57
Eli Lilly
LLY
$1T
$468K 0.16%
509
PEP icon
58
PepsiCo
PEP
$200B
$467K 0.16%
3,005
-76
SYK icon
59
Stryker
SYK
$118B
$451K 0.15%
1,373
+3
ORCL icon
60
Oracle
ORCL
$542B
$437K 0.15%
2,972
+39
IJR icon
61
iShares Core S&P Small-Cap ETF
IJR
$107B
$436K 0.15%
+3,510
VB icon
62
Vanguard Small-Cap ETF
VB
$79.6B
$433K 0.14%
1,652
-50,182
VOO icon
63
Vanguard S&P 500 ETF
VOO
$987B
$427K 0.14%
714
+2
LAR
64
Lithium Argentina AG
LAR
$1.58B
$406K 0.14%
60,786
SCHX icon
65
Schwab US Large- Cap ETF
SCHX
$72B
$395K 0.13%
15,415
-2,055
XLF icon
66
State Street Financial Select Sector SPDR ETF
XLF
$51.4B
$376K 0.13%
7,607
+20
MA icon
67
Mastercard
MA
$443B
$372K 0.12%
744
+7
EPI icon
68
WisdomTree India Earnings Fund ETF
EPI
$2.17B
$361K 0.12%
8,855
GBTC icon
69
Grayscale Bitcoin Trust
GBTC
$9.88B
$336K 0.11%
6,373
BA icon
70
Boeing
BA
$179B
$334K 0.11%
+1,678
VWO icon
71
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$316K 0.11%
5,846
SHOP icon
72
Shopify
SHOP
$147B
$311K 0.1%
2,623
+335
IVV icon
73
iShares Core S&P 500 ETF
IVV
$820B
$259K 0.09%
397
+1
IMNN icon
74
Imunon
IMNN
$7.9M
$248K 0.08%
34,364
CSGP icon
75
CoStar Group
CSGP
$13.1B
$241K 0.08%
5,972
+2,909
1 2
3
4