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
$228M
AUM Growth
-$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.93M
3
+$1.61M
4
VICI icon
VICI Properties
VICI
+$771K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$233K

Top Sells

1
+$10.2M
2
+$7.11M
3
+$4.42M
4
SHAK icon
Shake Shack
SHAK
+$2.39M
5
TGT icon
Target
TGT
+$2.23M

Sector Composition

1 Technology 17.01%
2 Financials 14.68%
3 Industrials 9.6%
4 Consumer Discretionary 8.23%
5 Real Estate 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$987K 0.43%
26,908
+1,085
52
$956K 0.42%
3,079
+21
53
$925K 0.41%
12,920
54
$911K 0.4%
48,360
+1,300
55
$771K 0.34%
+24,517
56
$770K 0.34%
6,469
+195
57
$731K 0.32%
1,660
58
$718K 0.32%
5,907
-4,143
59
$654K 0.29%
9,805
60
$597K 0.26%
2,250
61
$584K 0.26%
4,505
62
$570K 0.25%
3,079
+28
63
$501K 0.22%
12,306
+15
64
$452K 0.2%
4,217
+64
65
$347K 0.15%
2,207
+53
66
$338K 0.15%
102,731
67
$297K 0.13%
17,040
+54
68
$284K 0.12%
3,760
69
$271K 0.12%
5,980
70
$266K 0.12%
10,000
-70
71
$261K 0.11%
7,752
+15
72
$256K 0.11%
1,205
+26
73
$255K 0.11%
7,829
+1
74
$241K 0.11%
1,654
+66
75
$233K 0.1%
+522
1 2
3
4