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
276
$40.6K 0.03%
+1,390
277
$40.1K 0.03%
+170
278
$39.7K 0.03%
+548
279
$39.5K 0.03%
+136
280
$39.5K 0.03%
+344
281
$38.9K 0.03%
+558
282
$38.8K 0.03%
+1,989
283
$38.6K 0.03%
+260
284
$38.5K 0.03%
+327
285
$38.5K 0.03%
+442
286
$38.5K 0.03%
+169
287
$38.4K 0.03%
+704
288
$38.4K 0.03%
+197
289
$37.6K 0.03%
+830
290
$37.4K 0.03%
+129
291
$36.9K 0.03%
+286
292
$36.9K 0.03%
+314
293
$36.2K 0.03%
+113
294
$36.1K 0.03%
+257
295
$35.7K 0.03%
+818
296
$35.6K 0.03%
+233
297
$35.3K 0.03%
+504
298
$35.2K 0.03%
+977
299
$35K 0.03%
+1,061
300
$34.8K 0.03%
+360
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