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
$186M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$6.71M
3
+$3.68M
4
CARR icon
Carrier Global
CARR
+$3.31M
5
WMT icon
Walmart
WMT
+$1.92M

Top Sells

1
+$2.36M
2
+$1.71M
3
+$981K
4
TWTR
Twitter, Inc.
TWTR
+$964K
5
XPO icon
XPO
XPO
+$758K

Sector Composition

1 Industrials 11.21%
2 Technology 10.86%
3 Financials 10.6%
4 Consumer Discretionary 10.29%
5 Consumer Staples 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 7.9%
104,171
+48,237
2
$13.9M 7.49%
107,348
+26
3
$13.3M 7.17%
43,217
+132
4
$10.8M 5.8%
91,968
+57,083
5
$10.2M 5.5%
50,256
+510
6
$8.84M 4.75%
105,256
+43,773
7
$7.26M 3.9%
91,189
-50
8
$6.99M 3.76%
40,235
9
$6.16M 3.31%
295,600
-43
10
$6.13M 3.29%
32,189
-137
11
$5.35M 2.87%
113,220
+40,590
12
$4.88M 2.62%
26,565
+65
13
$4.25M 2.28%
103,024
+80,137
14
$4.08M 2.19%
19,168
+7
15
$4.06M 2.18%
26,777
+1,660
16
$4.05M 2.17%
26,638
-611
17
$3.92M 2.1%
61,558
+16
18
$3.07M 1.65%
29,534
19
$2.92M 1.57%
12,164
+100
20
$2.52M 1.35%
70,676
+12,478
21
$2.21M 1.19%
10,633
22
$2.09M 1.12%
110,345
23
$2.01M 1.08%
13,471
+262
24
$1.88M 1.01%
9,312
25
$1.83M 0.98%
20,705
+5
1
2 3 4