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
$113M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$717K
3
+$555K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K

Top Sells

1
+$583K
2
+$215K
3
+$121K
4
TMO icon
Thermo Fisher Scientific
TMO
+$60.7K
5
KO icon
Coca-Cola
KO
+$57.8K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.83%
3 Financials 9.71%
4 Consumer Discretionary 6.83%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44.1K 0.04%
292
252
$43.1K 0.04%
98
253
$43.1K 0.04%
+2,254
254
$43K 0.04%
51
255
$42.8K 0.04%
88
256
$42.8K 0.04%
174
257
$42.3K 0.04%
160
258
$42.2K 0.04%
912
+364
259
$41.8K 0.04%
654
+99
260
$41.5K 0.04%
60
+9
261
$41.4K 0.04%
30
262
$41.4K 0.04%
335
263
$41.2K 0.04%
550
264
$40.6K 0.04%
725
-1,032
265
$40.2K 0.04%
170
266
$40.1K 0.04%
492
267
$39.9K 0.04%
332
268
$39.8K 0.04%
586
269
$39.6K 0.04%
91
270
$39.5K 0.04%
126
271
$39.5K 0.04%
714
+105
272
$39.3K 0.03%
367
273
$39.1K 0.03%
109
274
$38.8K 0.03%
461
275
$38.4K 0.03%
105
9 10
11
12 13