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
326
$28.5K 0.03%
1,093
327
$28.3K 0.03%
262
328
$28.3K 0.03%
187
+2
329
$28.3K 0.03%
635
330
$28.2K 0.03%
312
331
$28.2K 0.03%
87
+82
332
$28.2K 0.03%
394
-655
333
$27.9K 0.03%
169
334
$27.9K 0.03%
392
335
$27.9K 0.03%
286
-7
336
$27.7K 0.03%
70
337
$27.7K 0.03%
950
+933
338
$27.6K 0.03%
111
339
$27.6K 0.03%
364
340
$27.4K 0.02%
350
341
$27.3K 0.02%
289
342
$27.3K 0.02%
322
343
$27.3K 0.02%
1,277
344
$27.2K 0.02%
1,125
345
$27.2K 0.02%
183
346
$27.2K 0.02%
257
347
$27.2K 0.02%
367
-8
348
$27.1K 0.02%
3,328
349
$27.1K 0.02%
684
350
$27K 0.02%
501
12 13
14
15 16