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
$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
TEM
51
Tempus AI
TEM
$15.5B
$1.4M 0.44%
+28,972
DGX icon
52
Quest Diagnostics
DGX
$20.3B
$1.38M 0.43%
8,168
INDA icon
53
iShares MSCI India ETF
INDA
$9.58B
$1.31M 0.41%
25,354
+11,914
IWF icon
54
iShares Russell 1000 Growth ETF
IWF
$125B
$1.22M 0.38%
3,386
+40
JNJ icon
55
Johnson & Johnson
JNJ
$459B
$1.2M 0.38%
7,238
+210
IYW icon
56
iShares US Technology ETF
IYW
$22.8B
$1.13M 0.35%
9,834
HON icon
57
Honeywell
HON
$137B
$1.09M 0.34%
5,131
AZN icon
58
AstraZeneca
AZN
$258B
$952K 0.3%
12,957
GS icon
59
Goldman Sachs
GS
$242B
$861K 0.27%
1,577
+227
SHW icon
60
Sherwin-Williams
SHW
$83.3B
$786K 0.25%
2,250
XOM icon
61
Exxon Mobil
XOM
$492B
$739K 0.23%
6,212
-221
JPM icon
62
JPMorgan Chase
JPM
$818B
$656K 0.21%
2,674
+603
BX icon
63
Blackstone
BX
$121B
$656K 0.21%
4,692
-1,003
EA icon
64
Electronic Arts
EA
$50.1B
$651K 0.2%
4,505
SPY icon
65
SPDR S&P 500 ETF Trust
SPY
$672B
$628K 0.2%
1,123
+1
PHG icon
66
Philips
PHG
$27.4B
$602K 0.19%
24,718
MSTR icon
67
Strategy Inc
MSTR
$83B
$550K 0.17%
1,908
META icon
68
Meta Platforms (Facebook)
META
$1.85T
$502K 0.16%
871
+152
VGT icon
69
Vanguard Information Technology ETF
VGT
$112B
$480K 0.15%
885
+450
UBER icon
70
Uber
UBER
$196B
$454K 0.14%
+6,231
PEP icon
71
PepsiCo
PEP
$207B
$452K 0.14%
3,014
-36
EPI icon
72
WisdomTree India Earnings Fund ETF
EPI
$2.95B
$435K 0.14%
+9,955
GBTC icon
73
Grayscale Bitcoin Trust
GBTC
$44.3B
$415K 0.13%
6,373
SCHX icon
74
Schwab US Large- Cap ETF
SCHX
$61.9B
$383K 0.12%
17,336
+46
XLF icon
75
Financial Select Sector SPDR Fund
XLF
$54.6B
$378K 0.12%
7,587
-150
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3
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