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
$217M
AUM Growth
-$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.9M
3
+$5.52M
4
AMZN icon
Amazon
AMZN
+$4.27M
5
TGT icon
Target
TGT
+$4.2M

Top Sells

1
+$12.2M
2
+$7.93M
3
+$6.3M
4
SBUX icon
Starbucks
SBUX
+$5.72M
5
CVS icon
CVS Health
CVS
+$2.08M

Sector Composition

1 Technology 14.52%
2 Consumer Discretionary 12.2%
3 Financials 9.83%
4 Communication Services 8.35%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$986K 0.45%
4,645
52
$894K 0.41%
15,715
53
$892K 0.41%
44,110
+8,500
54
$857K 0.39%
12,920
55
$850K 0.39%
31,160
56
$734K 0.34%
17,525
57
$622K 0.29%
1,660
58
$594K 0.27%
7,610
59
$570K 0.26%
4,505
60
$562K 0.26%
2,250
61
$543K 0.25%
11,780
+8
62
$482K 0.22%
2,881
63
$427K 0.2%
11,300
+1,000
64
$419K 0.19%
11,050
65
$362K 0.17%
1,891
66
$342K 0.16%
2,099
+53
67
$337K 0.16%
4,084
-488
68
$335K 0.15%
3,092
69
$322K 0.15%
3,185
-20,549
70
$300K 0.14%
16,740
+102
71
$296K 0.14%
7,737
72
$281K 0.13%
5,980
73
$274K 0.13%
2,320
+24
74
$274K 0.13%
1,052
75
$225K 0.1%
1,900
1 2
3
4 5