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
$181M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.78M
3
+$1.71M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.67M
5
SPG icon
Simon Property Group
SPG
+$1.65M

Top Sells

1
+$9.87M
2
+$5.54M
3
+$3.7M
4
TGT icon
Target
TGT
+$1.91M
5
HD icon
Home Depot
HD
+$1.88M

Sector Composition

1 Technology 13.73%
2 Communication Services 13.5%
3 Financials 9.85%
4 Consumer Discretionary 9.15%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$225K 0.12%
2,349
+29
77
$222K 0.12%
1,570
+21
78
$209K 0.12%
1,925
+25
79
$178K 0.1%
1,833
80
$118K 0.07%
10,070
81
$8.79K ﹤0.01%
400
82
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-2,350
83
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-2,727
84
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-40,685
85
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-2,980
86
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-525
87
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-2,215
88
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-2,900
89
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-27,200
90
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-3,250
91
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-61,182
92
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-1,213
93
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-576
94
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-1,777
95
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-34,165
96
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-17,525
97
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-550
98
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-2,622
99
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-2,185
100
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-437
1 2 3
4
5