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
$186M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.71M
3
+$3.68M
4
CARR icon
Carrier Global
CARR
+$3.31M
5
WMT icon
Walmart
WMT
+$1.92M

Top Sells

1
+$2.36M
2
+$1.71M
3
+$981K
4
TWTR
Twitter, Inc.
TWTR
+$964K
5
XPO icon
XPO
XPO
+$758K

Sector Composition

1 Industrials 11.21%
2 Technology 10.86%
3 Financials 10.6%
4 Consumer Discretionary 10.29%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$714K 0.38%
10,025
-320
52
$698K 0.37%
6,347
-15,532
53
$551K 0.3%
3,051
54
$550K 0.3%
4,505
55
$534K 0.29%
2,250
56
$490K 0.26%
1,660
57
$487K 0.26%
33,310
58
$479K 0.26%
12,289
+42
59
$458K 0.25%
4,153
60
$384K 0.21%
2,139
+14
61
$371K 0.2%
46,060
62
$318K 0.17%
3,408
+18
63
$283K 0.15%
3,760
-3,850
64
$277K 0.15%
1,179
65
$265K 0.14%
7,737
66
$255K 0.14%
3,092
67
$255K 0.14%
16,929
+66
68
$229K 0.12%
5,980
69
$226K 0.12%
+7,871
70
$213K 0.11%
+1,588
71
$211K 0.11%
+1,925
72
$122K 0.07%
+97,168
73
$115K 0.06%
10,070
74
– –
-2,377
75
– –
-15,715
1 2
3
4