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
$325M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$4.97M
3
+$4.83M
4
ABNB icon
Airbnb
ABNB
+$2.48M
5
ENB icon
Enbridge
ENB
+$1.36M

Top Sells

1
+$7.82M
2
+$6.48M
3
+$3.04M
4
CAVA icon
CAVA Group
CAVA
+$1.24M
5
MGM icon
MGM Resorts International
MGM
+$458K

Sector Composition

1 Consumer Discretionary 16.34%
2 Real Estate 13.77%
3 Technology 12.69%
4 Financials 8.3%
5 Industrials 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.6M 7.28%
101,415
-218
2
$22.8M 7.04%
96,324
+403
3
$19.1M 5.9%
41,592
-119
4
$18.6M 5.74%
100,008
-80
5
$17.1M 5.26%
95,394
+368
6
$15.9M 4.9%
60,288
-152
7
$12.3M 3.78%
152,528
+3,611
8
$10.1M 3.11%
23,490
+1
9
$9.8M 3.02%
57,979
+311
10
$9.69M 2.98%
273,341
+233,208
11
$8.3M 2.56%
103,165
-70
12
$7.82M 2.41%
20,356
+23
13
$7.68M 2.37%
196,533
-11,716
14
$6.55M 2.02%
25,017
+19,000
15
$6.16M 1.9%
90,484
+2,956
16
$5.41M 1.67%
27,316
+63
17
$5.33M 1.64%
39,086
+300
18
$5.29M 1.63%
239,318
+1,551
19
$5.06M 1.56%
26,647
+66
20
$5.03M 1.55%
21,608
+3
21
$5.01M 1.54%
67,230
+2,950
22
$4.95M 1.53%
17,494
+94
23
$4.94M 1.52%
21,911
+157
24
$4.83M 1.49%
+67,911
25
$4.78M 1.47%
177,329
-741
1
2 3 4