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
$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
MC icon
76
Moelis & Co
MC
$5.26B
$349K 0.11%
5,980
DKNG icon
77
DraftKings
DKNG
$16.4B
$345K 0.11%
10,378
BAC icon
78
Bank of America
BAC
$385B
$317K 0.1%
7,598
IVV icon
79
iShares Core S&P 500 ETF
IVV
$672B
$293K 0.09%
522
SIRI icon
80
SiriusXM
SIRI
$7.21B
$292K 0.09%
+12,967
VWO icon
81
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$283K 0.09%
6,253
-4,144
VCSH icon
82
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$265K 0.08%
3,360
ABT icon
83
Abbott
ABT
$221B
$255K 0.08%
1,925
IJK icon
84
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.37B
$239K 0.08%
2,865
LAR
85
Lithium Argentina AG
LAR
$727M
$233K 0.07%
109,035
IBIT icon
86
iShares Bitcoin Trust
IBIT
$84.7B
$226K 0.07%
4,835
ACVA icon
87
ACV Auctions
ACVA
$1.64B
$226K 0.07%
16,061
DHR icon
88
Danaher
DHR
$158B
$218K 0.07%
1,065
AMT icon
89
American Tower
AMT
$89.7B
– –
-21,528
CCL icon
90
Carnival Corp
CCL
$38.6B
– –
-49,316
EIX icon
91
Edison International
EIX
$22.2B
– –
-4,761
GD icon
92
General Dynamics
GD
$94.8B
– –
-20,010
MGM icon
93
MGM Resorts International
MGM
$8.93B
– –
-57,936
NCLH icon
94
Norwegian Cruise Line
NCLH
$10.7B
– –
-38,332
ORCL icon
95
Oracle
ORCL
$808B
– –
-1,462
PLTR icon
96
Palantir
PLTR
$438B
– –
-2,974
RH icon
97
RH
RH
$3.39B
– –
-550
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