RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.9M
3
+$9.32M
4
REET icon
iShares Global REIT ETF
REET
+$8.88M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.42%
2 Technology 10.01%
3 Financials 7.02%
4 Industrials 4.45%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16K 0.01%
+2,105
227
$16K 0.01%
+382
228
$16K 0.01%
+166
229
$14K 0.01%
+384
230
$14K 0.01%
+199
231
$13K 0.01%
+100
232
$13K 0.01%
+212
233
$13K 0.01%
+172
234
$13K 0.01%
+165
235
$13K 0.01%
+117
236
$12K 0.01%
+387
237
$12K 0.01%
+413
238
$10K 0.01%
+195
239
$10K 0.01%
+425
240
$5K ﹤0.01%
+185
241
$4K ﹤0.01%
+145
242
$4K ﹤0.01%
+147
243
$3K ﹤0.01%
+128
244
$3K ﹤0.01%
+105
245
$1K ﹤0.01%
+40
246
$1K ﹤0.01%
+29
247
$0 ﹤0.01%
+27
248
$0 ﹤0.01%
+18
6 7 8 9
10