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
$325M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$4.97M
3
+$4.83M
4
ABNB icon
Airbnb
ABNB
+$2.48M
5
ENB icon
Enbridge
ENB
+$1.36M

Top Sells

1
+$7.82M
2
+$6.48M
3
+$3.04M
4
CAVA icon
CAVA Group
CAVA
+$1.24M
5
MGM icon
MGM Resorts International
MGM
+$458K

Sector Composition

1 Consumer Discretionary 16.34%
2 Real Estate 13.77%
3 Technology 12.69%
4 Financials 8.3%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.33%
5,131
52
$1.01M 0.31%
12,957
53
$916K 0.28%
25,138
+3,117
54
$872K 0.27%
5,695
-50
55
$859K 0.26%
2,250
56
$786K 0.24%
38,332
57
$786K 0.24%
13,425
58
$776K 0.24%
24,718
59
$754K 0.23%
6,433
60
$667K 0.21%
1,348
+3
61
$646K 0.2%
4,505
62
$644K 0.2%
1,123
+4
63
$519K 0.16%
3,050
-16
64
$494K 0.15%
10,332
+8
65
$437K 0.13%
2,071
66
$415K 0.13%
4,761
67
$414K 0.13%
723
-120
68
$410K 0.13%
5,980
69
$407K 0.13%
10,378
-165,361
70
$391K 0.12%
17,301
+96
71
$355K 0.11%
109,035
72
$351K 0.11%
7,752
73
$342K 0.11%
2,030
74
$322K 0.1%
6,373
-682
75
$301K 0.09%
7,598
-198
1 2
3
4