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
$290M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$9.29M
2
+$6.91M
3
+$4.2M
4
STWD icon
Starwood Property Trust
STWD
+$4.07M
5
CAVA icon
CAVA Group
CAVA
+$1.23M

Top Sells

1
+$5.86M
2
+$5.79M
3
+$4.1M
4
AAPL icon
Apple
AAPL
+$1.59M
5
NVDA icon
NVIDIA
NVDA
+$1.45M

Sector Composition

1 Consumer Discretionary 14.98%
2 Real Estate 13.17%
3 Technology 11.85%
4 Financials 9.57%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$272K 0.09%
1,089
77
$237K 0.08%
+1,884
78
$231K 0.08%
441
+1
79
$223K 0.08%
1,959
+34
80
– –
-9,710
81
– –
-31,196
82
– –
-63,467
83
– –
-14,955
84
– –
-7,031
85
– –
-69,624
1 2 3
4