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
$261M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$4.74M
3
+$4.56M
4
AVB icon
AvalonBay Communities
AVB
+$4.15M
5
EQR icon
Equity Residential
EQR
+$4.06M

Top Sells

1
+$6.88M
2
+$5.02M
3
+$2.96M
4
CGXU icon
Capital Group International Focus Equity ETF
CGXU
+$2.65M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.22M

Sector Composition

1 Technology 16.47%
2 Real Estate 13.19%
3 Industrials 10.9%
4 Financials 9.49%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 8.15%
110,360
+4,153
2
$20M 7.69%
93,982
+62,468
3
$15.8M 6.06%
104,024
+425
4
$15.1M 5.8%
95,711
-6,702
5
$15M 5.74%
41,977
-198
6
$13.3M 5.11%
57,266
+6,612
7
$10.1M 3.88%
144,026
+64,961
8
$8.92M 3.42%
23,713
+192
9
$8.19M 3.14%
57,420
-35,194
10
$6.23M 2.39%
39,655
-120
11
$6.12M 2.35%
19,672
+207
12
$5.92M 2.27%
103,080
+1
13
$5.86M 2.25%
69,624
+56,388
14
$5.79M 2.22%
9,710
+2
15
$4.63M 1.78%
21,447
+314
16
$4.5M 1.73%
17,274
+700
17
$4.43M 1.7%
25,987
-171
18
$4.35M 1.67%
26,307
-125
19
$4.23M 1.62%
177,389
-110,972
20
$4.15M 1.59%
+22,165
21
$4.1M 1.57%
63,467
+815
22
$4.06M 1.56%
+66,454
23
$3.84M 1.48%
28,871
-65
24
$3.82M 1.47%
16,104
+95
25
$3.64M 1.4%
61,819
+178
1
2 3 4