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
$130M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$224K
3
+$219K
4
CTVA icon
Corteva
CTVA
+$218K
5
CE icon
Celanese
CE
+$218K

Top Sells

1
+$799K
2
+$563K
3
+$469K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K
5
GUT
Gabelli Utility Trust
GUT
+$276K

Sector Composition

1 Technology 21.5%
2 Healthcare 12.73%
3 Financials 10.8%
4 Communication Services 7.43%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$56.6K 0.04%
+602
227
$56.6K 0.04%
+269
228
$56.6K 0.04%
+1,559
229
$56.4K 0.04%
+550
230
$55.5K 0.04%
+99
231
$55.2K 0.04%
+611
232
$54.6K 0.04%
+1,173
233
$54K 0.04%
+375
234
$53.2K 0.04%
+931
235
$52.4K 0.04%
+730
236
$52.3K 0.04%
+126
237
$51.9K 0.04%
+3,000
238
$51K 0.04%
+3,842
239
$50.7K 0.04%
+292
240
$50.6K 0.04%
+718
241
$50.5K 0.04%
+798
242
$50.1K 0.04%
+338
243
$49.3K 0.04%
+197
244
$49K 0.04%
+30
245
$48.9K 0.04%
+91
246
$48.7K 0.04%
+335
247
$48.4K 0.04%
+109
248
$48.2K 0.04%
+367
249
$47.8K 0.04%
+461
250
$47.8K 0.04%
+905
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