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
$159M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.31M
3
+$1.22M
4
TGT icon
Target
TGT
+$955K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$134K

Top Sells

1
+$12M
2
+$5.17M
3
+$2.67M
4
VICI icon
VICI Properties
VICI
+$1.47M
5
IBM icon
IBM
IBM
+$222K

Sector Composition

1 Technology 14.95%
2 Consumer Discretionary 11.14%
3 Financials 10.91%
4 Industrials 9.17%
5 Consumer Staples 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.8M 9.3%
107,322
+570
2
$11.5M 7.22%
43,085
+120
3
$9.35M 5.87%
49,746
+539
4
$7.12M 4.47%
55,934
+1,052
5
$6.95M 4.36%
61,483
+498
6
$6.5M 4.08%
40,235
7
$5.67M 3.56%
91,239
+265
8
$5.53M 3.47%
295,643
-240
9
$4.53M 2.84%
26,500
+607
10
$4.1M 2.57%
19,161
+470
11
$3.91M 2.46%
32,326
+10,105
12
$3.68M 2.31%
27,249
+31
13
$3.45M 2.16%
61,542
+344
14
$3.42M 2.14%
25,117
15
$3.14M 1.97%
72,630
+18
16
$3.13M 1.96%
34,885
+17,507
17
$2.89M 1.82%
110,345
18
$2.84M 1.78%
99,428
+26
19
$2.81M 1.76%
12,064
+286
20
$2.54M 1.59%
9,582
21
$2.47M 1.55%
21,879
-23
22
$2.38M 1.5%
29,534
23
$2.08M 1.31%
58,198
+3
24
$1.98M 1.24%
20,700
25
$1.96M 1.23%
13,209
+6,434
1
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