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
1
$19.7M 8.76%
+110,791
2
$12.8M 5.71%
+42,884
3
$12.2M 5.41%
+39,762
4
$11.6M 5.18%
+45,727
5
$10.3M 4.57%
+61,839
6
$8.68M 3.86%
+194,994
7
$8.65M 3.85%
+40,338
8
$6.69M 2.98%
+128,760
9
$6.3M 2.81%
+5,109
10
$6.21M 2.76%
+19,348
11
$5.78M 2.57%
+167,974
12
$5.72M 2.55%
+48,921
13
$4.77M 2.12%
+21,103
14
$4.61M 2.05%
+26,824
15
$4M 1.78%
+9,649
16
$3.93M 1.75%
+21,490
17
$3.85M 1.71%
+11,456
18
$3.62M 1.61%
+61,184
19
$3.51M 1.56%
+21,040
20
$3.5M 1.56%
+72,477
21
$3.47M 1.54%
+22,383
22
$3.32M 1.48%
+32,685
23
$3.21M 1.43%
+110,345
24
$3.07M 1.37%
+165,274
25
$2.99M 1.33%
+20,640
1
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