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
$261M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.74M
3
+$4.56M
4
AVB icon
AvalonBay Communities
AVB
+$4.15M
5
EQR icon
Equity Residential
EQR
+$4.06M

Top Sells

1
+$6.88M
2
+$5.02M
3
+$2.96M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.65M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.22M

Sector Composition

1 Technology 16.47%
2 Real Estate 13.19%
3 Industrials 10.9%
4 Financials 9.49%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$808K 0.31%
1,660
52
$768K 0.29%
38,332
-27,995
53
$764K 0.29%
+5,835
54
$702K 0.27%
2,250
55
$689K 0.26%
+109,035
56
$635K 0.24%
6,353
+2,136
57
$616K 0.24%
4,505
58
$534K 0.2%
1,761
+583
59
$525K 0.2%
12,785
+57
60
$523K 0.2%
3,082
+3
61
$517K 0.2%
+1,341
62
$454K 0.17%
40,133
+17,211
63
$433K 0.17%
12,871
-204,381
64
$397K 0.15%
5,553
-17,822
65
$361K 0.14%
+760
66
$358K 0.14%
2,105
+451
67
$353K 0.14%
10,000
68
$336K 0.13%
5,980
69
$323K 0.12%
17,157
+60
70
$291K 0.11%
7,752
71
$291K 0.11%
3,760
72
$282K 0.11%
8,084
73
$266K 0.1%
752
74
$252K 0.1%
1,089
-116
75
$249K 0.1%
522
1 2
3
4