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
$144M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$356K
3
+$351K
4
AVB icon
AvalonBay Communities
AVB
+$305K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$376K
2
+$352K
3
+$293K
4
STZ icon
Constellation Brands
STZ
+$271K
5
INTC icon
Intel
INTC
+$266K

Sector Composition

1 Technology 11.25%
2 Healthcare 9.3%
3 Financials 7.49%
4 Materials 7.46%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
109
227
$21K 0.01%
309
228
$20K 0.01%
169
229
$20K 0.01%
248
230
$20K 0.01%
186
231
$20K 0.01%
125
232
$20K 0.01%
112
233
$19K 0.01%
926
234
$19K 0.01%
117
235
$19K 0.01%
561
236
$19K 0.01%
2,105
237
$19K 0.01%
125
238
$19K 0.01%
376
239
$18K 0.01%
413
240
$17K 0.01%
700
241
$17K 0.01%
927
242
$16K 0.01%
164
243
$16K 0.01%
660
244
$15K 0.01%
165
245
$14K 0.01%
384
246
$14K 0.01%
172
247
$13K 0.01%
100
248
$12K 0.01%
194
249
$11K 0.01%
195
250
$10K 0.01%
253
-4
8 9
10
11 12