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
$261M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.74M
3
+$4.56M
4
AVB icon
AvalonBay Communities
AVB
+$4.15M
5
EQR icon
Equity Residential
EQR
+$4.06M

Top Sells

1
+$6.88M
2
+$5.02M
3
+$2.96M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.65M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.22M

Sector Composition

1 Technology 16.47%
2 Real Estate 13.19%
3 Industrials 10.9%
4 Financials 9.49%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$221K 0.08%
14,955
-67,910
77
$213K 0.08%
+440
78
$212K 0.08%
+1,925
79
$210K 0.08%
+3,330
80
– –
-31,623
81
– –
-31,402
82
– –
-70,410
83
– –
-14,858
84
– –
-5,170
85
– –
-26,708
86
– –
-53,948
87
– –
-2,350
88
– –
-109,035
1 2 3
4