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
$217M
AUM Growth
-$7.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$6.9M
3
+$5.52M
4
AMZN icon
Amazon
AMZN
+$4.27M
5
TGT icon
Target
TGT
+$4.2M

Top Sells

1
+$12.2M
2
+$7.93M
3
+$6.3M
4
SBUX icon
Starbucks
SBUX
+$5.72M
5
CVS icon
CVS Health
CVS
+$2.08M

Sector Composition

1 Technology 14.52%
2 Consumer Discretionary 12.2%
3 Financials 9.83%
4 Communication Services 8.35%
5 Consumer Staples 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,345
102
– –
-5,000
103
– –
-5,109
104
– –
-7,188
105
– –
-48,921
106
– –
-12,970
107
– –
-17,980
108
– –
-12,282
1 2 3 4
5