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
$232M
AUM Growth
+$46.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$10.2M
2 +$6.1M
3 +$5.65M
4
FTNT icon
Fortinet
FTNT
+$4.42M
5
ADBE icon
Adobe
ADBE
+$3.72M

Top Sells

1 +$3.28M
2 +$265K
3 +$225K
4
ABT icon
Abbott
ABT
+$211K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$119K

Sector Composition

1 Technology 15.95%
2 Financials 13.49%
3 Consumer Discretionary 10.36%
4 Industrials 8.32%
5 Consumer Staples 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$230K 0.1%
5,980
77
$210K 0.09%
+2,098
78
$207K 0.09%
1,588
79
$201K 0.09%
+2,350
80
$195K 0.08%
10,070
81
-1,925