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
$186M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$6.81M
2 +$6.71M
3 +$3.68M
4
CARR icon
Carrier Global
CARR
+$3.31M
5
WMT icon
Walmart
WMT
+$1.92M

Top Sells

1 +$2.36M
2 +$1.71M
3 +$981K
4
TWTR
Twitter, Inc.
TWTR
+$964K
5
XPO icon
XPO
XPO
+$758K

Sector Composition

1 Industrials 11.21%
2 Technology 10.86%
3 Financials 10.6%
4 Consumer Discretionary 10.29%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-29,234
77
-22,000