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
$290M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.71M
3
+$4.41M
4
STWD icon
Starwood Property Trust
STWD
+$4.09M
5
CAVA icon
CAVA Group
CAVA
+$1.61M

Top Sells

1
+$5.86M
2
+$5.79M
3
+$4.1M
4
NVDA icon
NVIDIA
NVDA
+$1.81M
5
AAPL icon
Apple
AAPL
+$1.5M

Sector Composition

1 Consumer Discretionary 14.98%
2 Real Estate 13.17%
3 Technology 11.85%
4 Financials 9.57%
5 Industrials 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.7M 7.47%
94,881
+899
2
$18.5M 6.38%
102,724
-1,300
3
$17.7M 6.08%
41,977
4
$17.4M 6%
101,631
-8,729
5
$16.2M 5.56%
95,395
-316
6
$14.5M 5%
58,148
+882
7
$10M 3.45%
+212,459
8
$9.91M 3.41%
23,545
-168
9
$9.44M 3.25%
144,507
+481
10
$8.99M 3.09%
57,449
+29
11
$8.17M 2.81%
179,846
+169,846
12
$6.82M 2.35%
19,828
+156
13
$5.99M 2.06%
103,119
+39
14
$5.89M 2.03%
39,655
15
$4.85M 1.67%
26,561
+574
16
$4.77M 1.64%
26,632
+325
17
$4.71M 1.62%
28,830
-41
18
$4.56M 1.57%
176,889
-500
19
$4.41M 1.52%
+240,274
20
$4.24M 1.46%
21,464
+17
21
$4.22M 1.45%
22,758
+593
22
$4.22M 1.45%
66,838
+384
23
$4.19M 1.44%
16,123
+19
24
$4.09M 1.41%
+201,179
25
$3.91M 1.34%
32,015
1
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