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
351
$28.9K 0.02%
+2,602
352
$28.8K 0.02%
+122
353
$28.7K 0.02%
+302
354
$28.6K 0.02%
+231
355
$28.5K 0.02%
+599
356
$28.4K 0.02%
+684
357
$28.4K 0.02%
+1,512
358
$28.3K 0.02%
+97
359
$27.8K 0.02%
+329
360
$27.8K 0.02%
+493
361
$27.7K 0.02%
+607
362
$27.6K 0.02%
+624
363
$27.5K 0.02%
+80
364
$27.5K 0.02%
+165
365
$27.5K 0.02%
+1,375
366
$27.5K 0.02%
+273
367
$27.5K 0.02%
+431
368
$27.4K 0.02%
+319
369
$27.3K 0.02%
+271
370
$27.2K 0.02%
+960
371
$27.2K 0.02%
+400
372
$27.1K 0.02%
+170
373
$26.9K 0.02%
+43
374
$26.9K 0.02%
+616
375
$26.9K 0.02%
+1,301