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
$225M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$12.8M
3
+$12.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$11.6M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.16%
2 Financials 14.58%
3 Consumer Discretionary 9.97%
4 Communication Services 8.21%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$280K 0.12%
+4,572
77
$275K 0.12%
+10,015
78
$275K 0.12%
+7,527
79
$267K 0.12%
+1,900
80
$249K 0.11%
+2,296
81
$240K 0.11%
+2,046
82
$216K 0.1%
+15,200
83
$213K 0.09%
+465
84
$205K 0.09%
+1,536
85
$200K 0.09%
+523
86
$198K 0.09%
+3,570
87
$192K 0.09%
+572
88
$180K 0.08%
+1,134
89
$179K 0.08%
+3,454
90
$172K 0.08%
+2,185
91
$156K 0.07%
+2,350
92
$154K 0.07%
+1,771
93
$151K 0.07%
+1,430
94
$133K 0.06%
+2,900
95
$125K 0.06%
+2,215
96
$125K 0.06%
+662
97
$122K 0.05%
+3,250
98
$119K 0.05%
+515
99
$116K 0.05%
+279
100
$112K 0.05%
+5,000
1 2 3
4
5