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
$331M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.59M
3
+$2.3M
4
BHP icon
BHP
BHP
+$1.11M
5
ACVA icon
ACV Auctions
ACVA
+$347K

Top Sells

1
+$4.8M
2
+$1.57M
3
+$1.03M
4
CCL icon
Carnival Corp
CCL
+$746K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$454K

Sector Composition

1 Consumer Discretionary 17.45%
2 Technology 12.72%
3 Real Estate 12.5%
4 Financials 8.09%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.11%
4,761
77
$374K 0.11%
7,737
-15
78
$347K 0.1%
+16,061
79
$334K 0.1%
7,598
80
$307K 0.09%
522
81
$286K 0.09%
109,035
82
$270K 0.08%
435
-6
83
$262K 0.08%
3,360
84
$261K 0.08%
2,865
85
$256K 0.08%
+4,835
86
$244K 0.07%
1,065
87
$244K 0.07%
1,462
+3
88
$225K 0.07%
+2,974
89
$218K 0.07%
1,925
90
$216K 0.07%
+550
91
– –
-10,370
1 2 3
4