RCA

Riverview Capital Advisers Portfolio holdings

AUM $346M
1-Year Est. Return 13.45%
This Quarter Est. Return
1 Year Est. Return
+13.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.93M
3
+$4.52M
4
BHP icon
BHP
BHP
+$2.55M
5
SG icon
Sweetgreen
SG
+$2.06M

Top Sells

1
+$7.34M
2
+$5.27M
3
+$3.95M
4
MGM icon
MGM Resorts International
MGM
+$2.01M
5
CCL icon
Carnival Corp
CCL
+$1.23M

Sector Composition

1 Real Estate 14.65%
2 Consumer Discretionary 14.13%
3 Technology 13.01%
4 Financials 9.72%
5 Energy 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.2M 6.96%
41,606
+1,015
2
$21.2M 6.66%
95,365
-1,922
3
$19M 5.97%
99,911
+93
4
$16.9M 5.32%
97,766
+2,275
5
$16.5M 5.17%
63,630
+3,195
6
$14.2M 4.45%
63,862
-33,082
7
$10.1M 3.16%
149,823
-1,464
8
$9.34M 2.94%
56,253
-1,695
9
$8.72M 2.74%
348,654
+82,216
10
$8.21M 2.58%
21,870
-1,526
11
$7.31M 2.3%
19,701
-327
12
$6.78M 2.13%
237,481
-1,776
13
$6.58M 2.07%
103,782
+916
14
$6.48M 2.04%
25,014
15
$5.72M 1.8%
92,093
+3,010
16
$5.66M 1.78%
29,168
+1,178
17
$5.35M 1.68%
+17,867
18
$5.15M 1.62%
210,398
+39,456
19
$4.93M 1.55%
17,952
+247
20
$4.93M 1.55%
+461,146
21
$4.92M 1.55%
68,801
+1,610
22
$4.83M 1.52%
54,987
+7
23
$4.69M 1.47%
21,854
-12
24
$4.52M 1.42%
+35,770
25
$4.49M 1.41%
23,858
-3,376
1
2 3 4