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
$325M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$4.97M
3
+$4.83M
4
ABNB icon
Airbnb
ABNB
+$2.48M
5
ENB icon
Enbridge
ENB
+$1.36M

Top Sells

1
+$7.82M
2
+$6.48M
3
+$3.04M
4
CAVA icon
CAVA Group
CAVA
+$1.24M
5
MGM icon
MGM Resorts International
MGM
+$458K

Sector Composition

1 Consumer Discretionary 16.34%
2 Real Estate 13.77%
3 Technology 12.69%
4 Financials 8.3%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.09%
522
77
$296K 0.09%
1,065
78
$267K 0.08%
3,360
-400
79
$263K 0.08%
2,865
+125
80
$259K 0.08%
441
81
$249K 0.08%
1,459
+4
82
$219K 0.07%
1,925
83
$47.3K 0.01%
+10,370
84
– –
-42,972
85
– –
-19,418
86
– –
-1,229
1 2 3
4