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RCA

Riverview Capital Advisers Portfolio holdings

AUM $300M
1-Year Est. Return 10.98%
This Fund
S&P 500
This Quarter Est. Return
+2%
1 Year Est. Return
+10.98%
3 Year Est. Return
+57.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$331M
AUM Growth
+$6.77M
Cap. Flow
+$5.44M
Cap. Flow %
1.64%
Top 10 Hldgs %
48.83%
Holding
92
New
9
Increased
16
Reduced
32
Closed
1

Top Buys

Rank Stock Value
1
GD icon
General Dynamics
GD
+$5.76M
2
NKE icon
Nike
NKE
+$4.77M
3
SLB icon
SLB Ltd
SLB
+$2.52M
4
BHP icon
BHP
BHP
+$1.24M
5
ACVA icon
ACV Auctions
ACVA
+$325K

Top Sells

Rank Stock Value
1
MGM icon
MGM Resorts International
MGM
+$5.24M
2
RIO icon
Rio Tinto
RIO
+$1.71M
3
AAPL icon
Apple
AAPL
+$973K
4
CCL icon
Carnival Corporation Ltd
CCL
+$701K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$462K

Sector Composition

Rank Sector Weight
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
EIX icon
76
Edison International
EIX
$27.2B
$380K 0.11%
4,761
– –
XLF icon
77
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
$374K 0.11%
7,737
-15
-0.2% -$725
ACVA icon
78
ACV Auctions
ACVA
$1.4B
$347K 0.1%
+16,061
New +$325K
BAC icon
79
Bank of America
BAC
$440B
$334K 0.1%
7,598
– –
IVV icon
80
iShares Core S&P 500 ETF
IVV
$900B
$307K 0.09%
522
– –
LAR
81
Lithium Argentina AG
LAR
$1.05B
$286K 0.09%
109,035
– –
VGT icon
82
Vanguard Information Technology ETF
VGT
$147B
$270K 0.08%
3,480
-48
-1% -$3.69K
VCSH icon
83
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$262K 0.08%
3,360
– –
IJK icon
84
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$261K 0.08%
2,865
– –
IBIT icon
85
iShares Bitcoin Trust
IBIT
$47.3B
$256K 0.08%
+4,835
New +$228K
DHR icon
86
Danaher
DHR
$137B
$244K 0.07%
1,065
– –
ORCL icon
87
Oracle
ORCL
$420B
$244K 0.07%
1,462
+3
+0.2% +$533
PLTR icon
88
Palantir
PLTR
$390B
$225K 0.07%
+2,974
New +$173K
ABT icon
89
Abbott
ABT
$182B
$218K 0.07%
1,925
– –
RH icon
90
RH
RH
$3.56B
$216K 0.07%
+550
New +$196K
SVC
91
Service Properties Trust
SVC
$1.03B
– –
-2,074
Closed -$47.3K
1 2 3
4

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Riverview Capital Advisers's Q4 2024 Portfolio in Review

As of Q4 2024, Riverview Capital Advisers held 92 positions worth $331M, up 2.1% from $325M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Riverview Capital Advisers's Q4 2024 filing shows 9 new, 16 increased, 32 reduced and 1 closed positions. Its largest new stake was General Dynamics: 20,010 shares worth $5.27M. The largest sale was MGM Resorts International, an estimated $5.24M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 17% of assets, up from 16% a quarter earlier, followed by Technology and Real Estate.

  • Riverview Capital Advisers's largest Q4 2024 buy was General Dynamics: 20,010 shares worth $5.27M.
  • Riverview Capital Advisers added most to Vanguard Morningstar Small-Cap ETF in Q4 2024, an estimated $153K increase.
  • Riverview Capital Advisers's biggest Q4 2024 reduction was MGM Resorts International, cutting an estimated $5.24M.
  • Riverview Capital Advisers fully exited Service Properties Trust in Q4 2024, selling an estimated $47.3K.
  • Riverview Capital Advisers's ten largest holdings make up 49% of its $331M portfolio in Q4 2024.
  • Riverview Capital Advisers opened 9 new positions and closed 1 in Q4 2024.
  • Riverview Capital Advisers's portfolio value rose 2.1% quarter-over-quarter to $331M.

Based on Riverview Capital Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.