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
251
$47.1K 0.04%
+492
252
$46.9K 0.04%
+98
253
$46.7K 0.04%
+697
254
$46.5K 0.04%
+622
255
$46.3K 0.04%
+452
256
$46K 0.04%
+616
257
$45.1K 0.03%
+401
258
$44.7K 0.03%
+105
259
$43.8K 0.03%
+625
260
$43.5K 0.03%
+237
261
$43.5K 0.03%
+586
262
$43K 0.03%
+1,007
263
$42.9K 0.03%
+804
264
$42.9K 0.03%
+544
265
$42.8K 0.03%
+1,154
266
$42.7K 0.03%
+161
267
$42.6K 0.03%
+278
268
$41.9K 0.03%
+1,821
269
$41.8K 0.03%
+80
270
$41.8K 0.03%
+321
271
$41.7K 0.03%
+2,254
272
$41.6K 0.03%
+210
273
$41.2K 0.03%
+283
274
$41K 0.03%
+13
275
$40.6K 0.03%
+540
9 10
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