RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
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
+$40.2K
2
+$31.4K
3
+$31.4K
4
KURA icon
Kura Oncology
KURA
+$31K
5
CNC icon
Centene
CNC
+$29.9K

Top Sells

1
+$749K
2
+$722K
3
+$241K
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
276
$35.7K 0.03%
2,390
+1,292
277
$35.6K 0.03%
210
-382
278
$35.5K 0.03%
180
-4
279
$35.3K 0.03%
288
-128
280
$35.3K 0.03%
166
+4
281
$34.9K 0.03%
1,918
-78
282
$34.4K 0.03%
187
283
$34.2K 0.03%
297
284
$33.8K 0.03%
1,253
285
$33.8K 0.03%
65
-151
286
$33.8K 0.03%
621
287
$33.6K 0.03%
630
-19
288
$33.6K 0.03%
198
289
$33.5K 0.03%
260
-4
290
$33.4K 0.03%
524
+5
291
$33.3K 0.03%
2,602
292
$33.3K 0.03%
71
293
$33.3K 0.03%
977
294
$33.2K 0.03%
298
295
$33K 0.03%
187
-4
296
$32.9K 0.03%
251
297
$32.8K 0.03%
1,164
+29
298
$31.8K 0.03%
239
299
$31.8K 0.03%
154
-3
300
$31.7K 0.03%
428
10 11
12
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