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
301
$34.7K 0.03%
+142
302
$34.5K 0.03%
+238
303
$34.2K 0.03%
+181
304
$34.2K 0.03%
+396
305
$34.1K 0.03%
+357
306
$34.1K 0.03%
+90
307
$34.1K 0.03%
+630
308
$34K 0.03%
+1,297
309
$33.7K 0.03%
+257
310
$33.5K 0.03%
+250
311
$33.4K 0.03%
+1,557
312
$33.2K 0.03%
+1,851
313
$33K 0.03%
+248
314
$33K 0.03%
+1,996
315
$32.8K 0.03%
+297
316
$32.8K 0.03%
+198
317
$32.7K 0.03%
+721
318
$32.1K 0.02%
+127
319
$32K 0.02%
+231
320
$32K 0.02%
+221
321
$31.8K 0.02%
+65
322
$31.6K 0.02%
+2,262
323
$31.6K 0.02%
+187
324
$31.4K 0.02%
+194
325
$31.1K 0.02%
+187
11 12
13
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