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
$297M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$4.69M
3
+$1.85M
4
INDA icon
iShares MSCI India ETF
INDA
+$749K
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$727K

Top Sells

1
+$3.91M
2
+$562K
3
+$509K
4
FTRE icon
Fortrea Holdings
FTRE
+$324K
5
AVB icon
AvalonBay Communities
AVB
+$208K

Sector Composition

1 Consumer Discretionary 15.1%
2 Technology 13.44%
3 Real Estate 12.79%
4 Financials 9.08%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.1%
522
77
$280K 0.09%
2,030
78
$266K 0.09%
1,065
-24
79
$254K 0.09%
441
80
$241K 0.08%
+2,740
81
$205K 0.07%
1,455
-429
82
$200K 0.07%
1,925
-34
83
$34.8K 0.01%
+1,229
84
– –
-8,084
85
– –
-32,015
1 2 3
4