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
$226M
AUM Growth
-$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$3.46M
3
+$2.94M
4
VICI icon
VICI Properties
VICI
+$2.23M
5
VB icon
Vanguard Small-Cap ETF
VB
+$766K

Top Sells

1
+$3.01M
2
+$2.96M
3
+$654K
4
SERA icon
Sera Prognostics
SERA
+$338K
5
LH icon
Labcorp
LH
+$267K

Sector Composition

1 Technology 15.96%
2 Financials 14.38%
3 Real Estate 9.36%
4 Industrials 9.33%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 8.05%
106,207
+29
2
$14.8M 6.54%
42,175
+92
3
$14.5M 6.43%
102,413
+45
4
$13.2M 5.83%
103,599
-29
5
$10.5M 4.67%
50,654
+756
6
$10M 4.43%
92,614
+352
7
$7.43M 3.29%
23,521
+1
8
$6.27M 2.78%
288,361
9
$6.2M 2.75%
39,775
10
$5.96M 2.64%
31,514
+4,050
11
$5.95M 2.63%
217,252
+612
12
$5.69M 2.52%
103,079
+55
13
$5.3M 2.35%
19,465
+286
14
$4.95M 2.19%
9,708
+62
15
$4.7M 2.08%
79,065
+923
16
$4.06M 1.8%
26,158
+770
17
$4.01M 1.78%
26,432
+356
18
$3.48M 1.54%
28,936
19
$3.48M 1.54%
+21,133
20
$3.46M 1.53%
+62,652
21
$3.45M 1.53%
61,641
+8
22
$3.4M 1.51%
16,009
+3,072
23
$3.31M 1.47%
19,638
+17,431
24
$3.18M 1.41%
16,574
+138
25
$3.01M 1.33%
56,526
-56,448
1
2 3 4