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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
+9.65%
1 Year Est. Return
+10.98%
3 Year Est. Return
+57.52%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$225M
AUM Growth
–
Cap. Flow
+$220M
Cap. Flow %
97.73%
Top 10 Hldgs %
45.88%
Holding
104
New
104
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$17.5M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$12.3M
3
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$11.8M
4
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$11.5M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$10.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
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
VYM icon
101
Vanguard High Dividend Yield ETF
VYM
$81.4B
$112K 0.05%
+1,000
New +$109K
PGX icon
102
Invesco Preferred ETF
PGX
$3.8B
$108K 0.05%
+7,188
New +$107K
VOO icon
103
Vanguard S&P 500 ETF
VOO
$993B
$105K 0.05%
+241
New +$102K
HIPO icon
104
Hippo Holdings
HIPO
$859M
$28.3K 0.01%
+400
New +$37.3K
1 2 3 4
5

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Riverview Capital Advisers's Q4 2021 Portfolio in Review

Q4 2021 is the first quarter with a 13F filing on record for Riverview Capital Advisers, which disclosed 104 positions worth $225M. Its ten largest holdings account for 46% of the portfolio.

Its largest position is Apple: 110,791 shares worth $19.7M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, followed by Financials and Consumer Discretionary.

  • Riverview Capital Advisers's largest Q4 2021 buy was Apple: 110,791 shares worth $19.7M.
  • Riverview Capital Advisers's ten largest holdings make up 46% of its $225M portfolio in Q4 2021.
  • Riverview Capital Advisers disclosed 104 positions in Q4 2021, its first 13F filing on record.

Based on Riverview Capital Advisers's 13F filing for Q4 2021, filed 7 Feb 2023.