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
351
$27K 0.02%
319
-6
352
$26.9K 0.02%
493
353
$26.8K 0.02%
2,874
+1,590
354
$26.7K 0.02%
607
355
$26.7K 0.02%
170
356
$26.6K 0.02%
439
357
$26.5K 0.02%
135
+5
358
$26.3K 0.02%
458
+445
359
$26.3K 0.02%
721
360
$26.3K 0.02%
64
-118
361
$26.2K 0.02%
106
362
$26.1K 0.02%
+1,373
363
$26K 0.02%
207
364
$25.9K 0.02%
54
365
$25.9K 0.02%
3,289
+88
366
$25.8K 0.02%
1,508
367
$25.8K 0.02%
428
368
$25.8K 0.02%
360
-9
369
$25.7K 0.02%
567
370
$25.7K 0.02%
92
371
$25.6K 0.02%
856
372
$25.6K 0.02%
605
+26
373
$25.4K 0.02%
182
-6
374
$25.4K 0.02%
580
+27
375
$25.2K 0.02%
593
13 14
15
16 17