RCA

Riverview Capital Advisers Portfolio holdings

AUM $346M
1-Year Est. Return 13.45%
This Quarter Est. Return
1 Year Est. Return
+13.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.93M
3
+$4.52M
4
BHP icon
BHP
BHP
+$2.55M
5
SG icon
Sweetgreen
SG
+$2.06M

Top Sells

1
+$7.34M
2
+$5.27M
3
+$3.95M
4
MGM icon
MGM Resorts International
MGM
+$2.01M
5
CCL icon
Carnival Corp
CCL
+$1.23M

Sector Composition

1 Real Estate 14.65%
2 Consumer Discretionary 14.13%
3 Technology 13.01%
4 Financials 9.72%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$349K 0.11%
5,980
77
$345K 0.11%
10,378
78
$317K 0.1%
7,598
79
$293K 0.09%
522
80
$292K 0.09%
+12,967
81
$283K 0.09%
6,253
-4,144
82
$265K 0.08%
3,360
83
$255K 0.08%
1,925
84
$239K 0.08%
2,865
85
$233K 0.07%
109,035
86
$226K 0.07%
4,835
87
$226K 0.07%
16,061
88
$218K 0.07%
1,065
89
– –
-21,528
90
– –
-49,316
91
– –
-4,761
92
– –
-20,010
93
– –
-57,936
94
– –
-38,332
95
– –
-1,462
96
– –
-2,974
97
– –
-550
1 2 3
4