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
$349M
AUM Growth
+$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$5.4M
2
+$5.21M
3
+$4.62M
4
HD icon
Home Depot
HD
+$4.6M
5
AMZN icon
Amazon
AMZN
+$3.46M

Top Sells

1
+$4.12M
2
+$2.53M
3
+$1.64M
4
SG icon
Sweetgreen
SG
+$1.45M
5
STWD icon
Starwood Property Trust
STWD
+$1.17M

Sector Composition

1 Consumer Discretionary 15.62%
2 Technology 13.06%
3 Real Estate 12.41%
4 Financials 9.82%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DKNG icon
76
DraftKings
DKNG
$16.4B
$445K 0.13%
10,378
SCHX icon
77
Schwab US Large- Cap ETF
SCHX
$61.9B
$425K 0.12%
17,382
+46
EPI icon
78
WisdomTree India Earnings Fund ETF
EPI
$2.95B
$420K 0.12%
8,855
-1,100
PEP icon
79
PepsiCo
PEP
$207B
$405K 0.12%
3,064
+50
XLF icon
80
Financial Select Sector SPDR Fund
XLF
$54.6B
$397K 0.11%
7,587
IBIT icon
81
iShares Bitcoin Trust
IBIT
$84.7B
$356K 0.1%
5,818
+983
ORCL icon
82
Oracle
ORCL
$808B
$301K 0.09%
+1,379
SIRI icon
83
SiriusXM
SIRI
$7.21B
$298K 0.09%
12,967
VWO icon
84
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$289K 0.08%
5,846
-407
ACVA icon
85
ACV Auctions
ACVA
$1.64B
$261K 0.07%
16,061
MC icon
86
Moelis & Co
MC
$5.26B
$251K 0.07%
4,034
-1,946
IVV icon
87
iShares Core S&P 500 ETF
IVV
$672B
$246K 0.07%
396
-126
VCSH icon
88
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$235K 0.07%
2,960
-400
LAR
89
Lithium Argentina AG
LAR
$727M
$227K 0.07%
109,035
BAC icon
90
Bank of America
BAC
$385B
$213K 0.06%
4,498
-3,100
DHR icon
91
Danaher
DHR
$158B
$206K 0.06%
1,041
-24
CIBR icon
92
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.3B
$202K 0.06%
+2,669
CLRB icon
93
Cellectar Biosciences
CLRB
$12.8M
$74.7K 0.02%
+10,500
SERA icon
94
Sera Prognostics
SERA
$139M
$35.3K 0.01%
+12,733
IMNN icon
95
Imunon
IMNN
$12.2M
$9.37K ﹤0.01%
+898
FAAS
96
DELISTED
DigiAsia
FAAS
$9.29K ﹤0.01%
+16,274
STSSW icon
97
Sharps Technology Inc Warrant
STSSW
$647K
$677 ﹤0.01%
+22,637
ABT icon
98
Abbott
ABT
$221B
– –
-1,925
IJK icon
99
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.37B
– –
-2,865
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4