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
$110M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
920
New
Increased
Reduced
Closed

Top Buys

1
+$45.3K
2
+$30.3K
3
+$29.2K
4
CNC icon
Centene
CNC
+$29.1K
5
APA icon
APA Corp
APA
+$29K

Top Sells

1
+$717K
2
+$713K
3
+$240K
4
BND icon
Vanguard Total Bond Market
BND
+$145K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$124K

Sector Composition

1 Technology 22.44%
2 Financials 10.29%
3 Healthcare 9.61%
4 Communication Services 6.65%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49.5K 0.05%
804
227
$48.9K 0.04%
214
228
$47.9K 0.04%
335
229
$47.6K 0.04%
173
230
$47.4K 0.04%
340
-7
231
$47.3K 0.04%
1,408
232
$47.1K 0.04%
241
233
$46.9K 0.04%
80
234
$46.4K 0.04%
1,950
235
$46K 0.04%
1,290
236
$46K 0.04%
283
237
$45.9K 0.04%
758
+480
238
$45.4K 0.04%
262
239
$45.3K 0.04%
475
240
$44.9K 0.04%
858
241
$44.9K 0.04%
842
-6
242
$43.9K 0.04%
555
243
$43.2K 0.04%
245
+5
244
$43.2K 0.04%
571
-14
245
$42.8K 0.04%
1,178
246
$42.2K 0.04%
285
247
$41.6K 0.04%
13
248
$41.2K 0.04%
704
249
$41.1K 0.04%
1,007
250
$41K 0.04%
165
+4
8 9
10
11 12