RTC

Riverview Trust Company Portfolio holdings

AUM $82.8M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$222K
3
+$221K
4
CTVA icon
Corteva
CTVA
+$134K
5
ALC icon
Alcon
ALC
+$70K

Top Sells

1
+$296K
2
+$288K
3
+$177K
4
DD icon
DuPont de Nemours
DD
+$167K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$86.3K

Sector Composition

1 Technology 10.82%
2 Healthcare 9.88%
3 Financials 7.45%
4 Materials 7.41%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$20K 0.01%
1,025
227
$20K 0.01%
660
228
$19K 0.01%
561
-116
229
$19K 0.01%
112
230
$19K 0.01%
125
-24
231
$19K 0.01%
309
-65
232
$18K 0.01%
700
-1,496
233
$18K 0.01%
186
-44
234
$18K 0.01%
376
-56
235
$17K 0.01%
413
-60
236
$16K 0.01%
165
237
$16K 0.01%
117
238
$15K 0.01%
172
-219
239
$14K 0.01%
100
240
$14K 0.01%
384
241
$14K 0.01%
164
-270
242
$13K 0.01%
387
243
$12K 0.01%
425
244
$11K 0.01%
195
245
$11K 0.01%
257
246
$11K 0.01%
194
247
$10K 0.01%
584
248
$10K 0.01%
188
249
$9K 0.01%
296
250
$6K ﹤0.01%
72
8 9
10
11 12