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
$228M
AUM Growth
-$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.93M
3
+$1.61M
4
VICI icon
VICI Properties
VICI
+$771K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$233K

Top Sells

1
+$10.2M
2
+$7.11M
3
+$4.42M
4
SHAK icon
Shake Shack
SHAK
+$2.39M
5
TGT icon
Target
TGT
+$2.23M

Sector Composition

1 Technology 17.01%
2 Financials 14.68%
3 Industrials 9.6%
4 Consumer Discretionary 8.23%
5 Real Estate 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.1%
+1,866
77
$216K 0.09%
+752
78
$210K 0.09%
+1,925
79
– –
-66,525
80
– –
-548,893
81
– –
-43,146
82
– –
-13,478
83
– –
-90,774
84
– –
-3,092
85
– –
-24,992
86
– –
-2,350
87
– –
-3,431
88
– –
-2,098
1 2 3
4