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
$159M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.31M
3
+$1.22M
4
TGT icon
Target
TGT
+$955K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$134K

Top Sells

1
+$12M
2
+$5.17M
3
+$2.67M
4
VICI icon
VICI Properties
VICI
+$1.47M
5
IBM icon
IBM
IBM
+$222K

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 11.14%
3 Financials 10.91%
4 Industrials 9.17%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-28,251
77
– –
-1,570
78
– –
-246,844
79
– –
-49,240
80
– –
-235,860
81
– –
-1,833
1 2 3
4