RCA

Riverview Capital Advisers Portfolio holdings

AUM $346M
1-Year Est. Return 13.45%
This Quarter Est. Return
1 Year Est. Return
+13.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.93M
3
+$4.52M
4
BHP icon
BHP
BHP
+$2.55M
5
SG icon
Sweetgreen
SG
+$2.06M

Top Sells

1
+$7.34M
2
+$5.27M
3
+$3.95M
4
MGM icon
MGM Resorts International
MGM
+$2.01M
5
CCL icon
Carnival Corp
CCL
+$1.23M

Sector Composition

1 Real Estate 14.65%
2 Consumer Discretionary 14.13%
3 Technology 13.01%
4 Financials 9.72%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.44%
+28,972
52
$1.38M 0.43%
8,168
53
$1.31M 0.41%
25,354
+11,914
54
$1.22M 0.38%
3,386
+40
55
$1.2M 0.38%
7,238
+210
56
$1.13M 0.35%
9,834
57
$1.09M 0.34%
5,131
58
$952K 0.3%
12,957
59
$861K 0.27%
1,577
+227
60
$786K 0.25%
2,250
61
$739K 0.23%
6,212
-221
62
$656K 0.21%
2,674
+603
63
$656K 0.21%
4,692
-1,003
64
$651K 0.2%
4,505
65
$628K 0.2%
1,123
+1
66
$602K 0.19%
24,718
67
$550K 0.17%
1,908
68
$502K 0.16%
871
+152
69
$480K 0.15%
885
+450
70
$454K 0.14%
+6,231
71
$452K 0.14%
3,014
-36
72
$435K 0.14%
+9,955
73
$415K 0.13%
6,373
74
$383K 0.12%
17,336
+46
75
$378K 0.12%
7,587
-150
1 2
3
4