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
$225M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$19.7M
2 +$12.8M
3 +$12.2M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$11.6M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$10.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.16%
2 Financials 14.58%
3 Consumer Discretionary 9.97%
4 Communication Services 8.21%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$112K 0.05%
+1,000
102
$108K 0.05%
+7,188
103
$105K 0.05%
+241
104
$28.3K 0.01%
+400