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
$225M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12.8M
3
+$12.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$11.6M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.16%
2 Financials 14.58%
3 Consumer Discretionary 9.97%
4 Communication Services 8.21%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.47%
+5,088
52
$1M 0.45%
+17,525
53
$1M 0.45%
+1,660
54
$916K 0.41%
+31,160
55
$792K 0.35%
+2,250
56
$754K 0.34%
+17,980
57
$753K 0.33%
+12,920
58
$716K 0.32%
+35,610
59
$618K 0.28%
+7,610
60
$594K 0.26%
+4,505
61
$590K 0.26%
+3,515
62
$590K 0.26%
+1,100
63
$582K 0.26%
+11,772
64
$525K 0.23%
+10,200
65
$500K 0.22%
+2,881
66
$500K 0.22%
+18,780
67
$430K 0.19%
+1,833
68
$407K 0.18%
+11,050
69
$381K 0.17%
+1,891
70
$374K 0.17%
+5,980
71
$359K 0.16%
+3,092
72
$316K 0.14%
+16,638
73
$311K 0.14%
+10,300
74
$307K 0.14%
+1,052
75
$302K 0.13%
+7,737
1 2
3
4 5