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
$331M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.59M
3
+$2.3M
4
BHP icon
BHP
BHP
+$1.11M
5
ACVA icon
ACV Auctions
ACVA
+$347K

Top Sells

1
+$4.8M
2
+$1.57M
3
+$1.03M
4
CCL icon
Carnival Corp
CCL
+$746K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$454K

Sector Composition

1 Consumer Discretionary 17.45%
2 Technology 12.72%
3 Real Estate 12.5%
4 Financials 8.09%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.37%
49,316
-29,950
52
$1.16M 0.35%
5,131
53
$1.13M 0.34%
9,834
54
$1.11M 0.33%
+22,723
55
$1.02M 0.31%
28,869
+3,731
56
$1.02M 0.31%
7,028
+10
57
$986K 0.3%
38,332
58
$982K 0.3%
5,695
59
$849K 0.26%
12,957
60
$773K 0.23%
1,350
+2
61
$765K 0.23%
2,250
62
$707K 0.21%
13,440
+15
63
$692K 0.21%
6,433
64
$659K 0.2%
4,505
65
$658K 0.2%
1,122
-1
66
$600K 0.18%
24,718
67
$553K 0.17%
1,908
-122
68
$496K 0.15%
2,071
69
$472K 0.14%
6,373
70
$464K 0.14%
3,050
71
$458K 0.14%
10,397
+65
72
$442K 0.13%
5,980
73
$421K 0.13%
719
-4
74
$401K 0.12%
17,290
-11
75
$386K 0.12%
10,378
1 2
3
4