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
$232M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.1M
3
+$5.65M
4
FTNT icon
Fortinet
FTNT
+$4.42M
5
ADBE icon
Adobe
ADBE
+$3.72M

Top Sells

1
+$3.28M
2
+$265K
3
+$225K
4
ABT icon
Abbott
ABT
+$211K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$119K

Sector Composition

1 Technology 15.95%
2 Financials 13.49%
3 Consumer Discretionary 10.36%
4 Industrials 8.32%
5 Consumer Staples 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.44%
31,400
-175
52
$1.02M 0.44%
31,827
-155
53
$976K 0.42%
5,106
54
$954K 0.41%
70,960
-1,745
55
$925K 0.4%
33,310
56
$902K 0.39%
3,058
+23
57
$897K 0.39%
12,920
58
$800K 0.34%
6,274
-73
59
$745K 0.32%
9,805
-220
60
$573K 0.25%
1,660
61
$556K 0.24%
3,051
62
$543K 0.23%
4,505
63
$506K 0.22%
2,250
64
$497K 0.21%
12,291
+2
65
$478K 0.21%
47,060
+1,000
66
$455K 0.2%
4,153
67
$393K 0.17%
102,731
+5,563
68
$351K 0.15%
2,154
+15
69
$287K 0.12%
3,760
70
$274K 0.12%
16,986
+57
71
$263K 0.11%
1,179
72
$257K 0.11%
3,092
73
$256K 0.11%
7,828
-43
74
$255K 0.11%
3,431
+23
75
$249K 0.11%
7,737
1 2
3
4