RCA
Riverview Capital Advisers Portfolio holdings
AUM
$349M
This Quarter Return
+9.65%
1 Year Return
+14.74%
3 Year Return
+76.06%
5 Year Return
–
10 Year Return
–
AUM
$225M
AUM Growth
–
Cap. Flow
+$225M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
45.88%
Holding
104
New
104
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$19.7M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$12.8M |
| 3 |
iShares Russell 1000 Growth ETF
IWF
|
$12.2M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$11.6M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard High Dividend Yield ETF
VYM
$64B
| $112K | 0.05% |
+1,000
| New | +$112K |
|
102
Invesco Preferred ETF
PGX
$3.85B
| $108K | 0.05% |
+7,188
| New | +$108K |
|
103
Vanguard S&P 500 ETF
VOO
$726B
| $105K | 0.05% |
+241
| New | +$105K |
|
104
Hippo Holdings
HIPO
$846M
| $28.3K | 0.01% |
+10,000
| New | +$28.3K |
|