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
$181M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.78M
3
+$1.71M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.67M
5
SPG icon
Simon Property Group
SPG
+$1.65M

Top Sells

1
+$9.87M
2
+$5.54M
3
+$3.7M
4
TGT icon
Target
TGT
+$1.91M
5
HD icon
Home Depot
HD
+$1.88M

Sector Composition

1 Technology 13.73%
2 Communication Services 13.5%
3 Financials 9.85%
4 Consumer Discretionary 9.15%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$854K 0.47%
12,920
52
$823K 0.46%
+22,000
53
$822K 0.45%
2,997
-6,860
54
$816K 0.45%
22,887
55
$808K 0.45%
72,705
56
$722K 0.4%
10,345
+29
57
$694K 0.38%
15,715
58
$580K 0.32%
7,610
59
$548K 0.3%
4,505
60
$509K 0.28%
12,212
+432
61
$504K 0.28%
2,250
62
$488K 0.27%
32,160
+1,000
63
$487K 0.27%
2,924
+43
64
$404K 0.22%
+30,139
65
$396K 0.22%
45,810
+1,700
66
$356K 0.2%
4,153
+69
67
$306K 0.17%
2,111
+12
68
$297K 0.16%
3,203
+18
69
$290K 0.16%
1,660
70
$282K 0.16%
3,092
71
$279K 0.15%
11,300
72
$250K 0.14%
16,800
+60
73
$243K 0.13%
7,737
74
$240K 0.13%
1,069
+17
75
$235K 0.13%
5,980
1 2
3
4 5