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
251
$40.3K 0.04%
556
252
$40.2K 0.04%
66
253
$40.2K 0.04%
813
-19
254
$40K 0.04%
117
255
$39.8K 0.04%
185
256
$39.7K 0.04%
1,297
257
$39.7K 0.04%
224
258
$39.4K 0.04%
345
259
$39.2K 0.04%
460
260
$38.8K 0.04%
289
+1
261
$38.6K 0.04%
129
-3
262
$38.4K 0.03%
215
263
$38.3K 0.03%
323
264
$38.1K 0.03%
166
-3
265
$38K 0.03%
366
266
$37.5K 0.03%
115
267
$37.4K 0.03%
248
268
$37.3K 0.03%
625
-21
269
$37.3K 0.03%
317
270
$37.2K 0.03%
1,158
-26
271
$36.8K 0.03%
91
+1
272
$36.6K 0.03%
471
+8
273
$36.4K 0.03%
544
274
$36K 0.03%
250
275
$35.9K 0.03%
160
+1
9 10
11
12 13