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
$226M
AUM Growth
-$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.46M
3
+$2.94M
4
VICI icon
VICI Properties
VICI
+$2.23M
5
VB icon
Vanguard Small-Cap ETF
VB
+$766K

Top Sells

1
+$3.01M
2
+$2.96M
3
+$654K
4
SERA icon
Sera Prognostics
SERA
+$338K
5
LH icon
Labcorp
LH
+$267K

Sector Composition

1 Technology 15.96%
2 Financials 14.38%
3 Real Estate 9.36%
4 Industrials 9.33%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.1%
+8,084
77
$226K 0.1%
752
78
$224K 0.1%
522
79
$220K 0.1%
+2,350
80
– –
-1,925
81
– –
-7,829
82
– –
-1,866
83
– –
-9,805
84
– –
-102,731
1 2 3
4