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
$297M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.69M
3
+$1.85M
4
INDA icon
iShares MSCI India ETF
INDA
+$749K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$727K

Top Sells

1
+$3.91M
2
+$562K
3
+$509K
4
FTRE icon
Fortrea Holdings
FTRE
+$324K
5
AVB icon
AvalonBay Communities
AVB
+$208K

Sector Composition

1 Consumer Discretionary 15.1%
2 Technology 13.44%
3 Real Estate 12.79%
4 Financials 9.08%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.37%
3,162
+35
52
$1.02M 0.35%
7,008
+11
53
$1.01M 0.34%
12,957
54
$749K 0.25%
+13,425
55
$741K 0.25%
6,433
+46
56
$727K 0.24%
+22,021
57
$720K 0.24%
38,332
58
$711K 0.24%
5,745
59
$671K 0.23%
2,250
60
$628K 0.21%
4,505
61
$609K 0.21%
1,119
+294
62
$609K 0.21%
1,345
+2
63
$598K 0.2%
+24,718
64
$506K 0.17%
3,066
-32
65
$452K 0.15%
10,324
+10
66
$425K 0.14%
843
+66
67
$419K 0.14%
2,071
-66
68
$368K 0.12%
17,205
69
$349K 0.12%
109,035
70
$342K 0.12%
4,761
-801
71
$340K 0.11%
5,980
72
$339K 0.11%
7,055
73
$319K 0.11%
7,752
74
$310K 0.1%
7,796
-75
75
$291K 0.1%
3,760
1 2
3
4