RCA

Riverview Capital Advisers Portfolio holdings

AUM $330M
1-Year Est. Return 12.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.64%
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
+$12M
2
+$4.46M
3
+$3.87M
4
EQR icon
Equity Residential
EQR
+$3.85M
5
BXP icon
Boston Properties
BXP
+$3.84M

Top Sells

1
+$5.95M
2
+$4.25M
3
+$2.96M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.48M
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
– –
-47,103
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