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
$226M
AUM Growth
-$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.46M
3
+$2.94M
4
VICI icon
VICI Properties
VICI
+$2.23M
5
VB icon
Vanguard Small-Cap ETF
VB
+$766K

Top Sells

1
+$3.01M
2
+$2.96M
3
+$654K
4
SERA icon
Sera Prognostics
SERA
+$338K
5
LH icon
Labcorp
LH
+$267K

Sector Composition

1 Technology 15.96%
2 Financials 14.38%
3 Real Estate 9.36%
4 Industrials 9.33%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$995K 0.44%
8,168
52
$982K 0.43%
31,402
+1
53
$953K 0.42%
13,236
54
$943K 0.42%
5,106
55
$930K 0.41%
3,079
56
$886K 0.39%
26,708
-200
57
$875K 0.39%
12,920
58
$718K 0.32%
6,469
59
$666K 0.29%
48,514
+154
60
$627K 0.28%
1,660
61
$574K 0.25%
2,250
62
$542K 0.24%
4,505
63
$534K 0.24%
5,170
-737
64
$522K 0.23%
3,079
65
$499K 0.22%
12,728
+422
66
$496K 0.22%
4,217
67
$313K 0.14%
+1,178
68
$294K 0.13%
10,000
69
$288K 0.13%
17,097
+57
70
$283K 0.13%
3,760
71
$270K 0.12%
5,980
72
$269K 0.12%
+22,922
73
$265K 0.12%
1,205
74
$257K 0.11%
7,752
75
$240K 0.11%
1,654
1 2
3
4