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
$331M
AUM Growth
+$6.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.59M
3
+$2.3M
4
BHP icon
BHP
BHP
+$1.11M
5
ACVA icon
ACV Auctions
ACVA
+$347K

Top Sells

1
+$4.8M
2
+$1.57M
3
+$1.03M
4
CCL icon
Carnival Corp
CCL
+$746K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$454K

Sector Composition

1 Consumer Discretionary 17.45%
2 Technology 12.72%
3 Real Estate 12.5%
4 Financials 8.09%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 7.35%
97,287
-4,128
2
$23.3M 7.03%
96,944
+620
3
$21.9M 6.61%
99,818
-190
4
$18.4M 5.55%
40,591
-1,001
5
$16.7M 5.05%
95,491
+97
6
$16M 4.82%
60,435
+147
7
$11.2M 3.39%
151,287
-1,241
8
$10.1M 3.05%
25,014
-3
9
$9.98M 3.01%
57,948
-31
10
$9.86M 2.98%
23,396
-94
11
$8.54M 2.58%
266,438
-6,903
12
$8.22M 2.48%
20,028
-328
13
$7.02M 2.12%
102,866
-299
14
$6.56M 1.98%
239,257
-61
15
$5.48M 1.65%
27,990
+674
16
$5.27M 1.59%
+20,010
17
$5.13M 1.55%
17,705
+211
18
$5.12M 1.54%
89,083
-1,401
19
$5.04M 1.52%
27,234
+587
20
$4.97M 1.5%
54,980
-100
21
$4.9M 1.48%
38,878
-208
22
$4.82M 1.45%
67,191
-39
23
$4.81M 1.45%
21,866
-45
24
$4.59M 1.39%
+60,679
25
$4.22M 1.27%
170,942
-6,387
1
2 3 4