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
$181M
AUM Growth
-$36.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$5.42M
2
+$2.78M
3
+$1.71M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.67M
5
SPG icon
Simon Property Group
SPG
+$1.65M

Top Sells

1
+$9.87M
2
+$5.54M
3
+$3.7M
4
TGT icon
Target
TGT
+$1.91M
5
HD icon
Home Depot
HD
+$1.88M

Sector Composition

1 Technology 13.73%
2 Communication Services 13.5%
3 Financials 9.85%
4 Consumer Discretionary 9.15%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-241
102
– –
-1,000
103
– –
-3,570
104
– –
-1,430
105
– –
-3,473
106
– –
-189,575
1 2 3 4
5