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
376
$25.2K 0.02%
+87
377
$25.2K 0.02%
969
378
$25.1K 0.02%
241
379
$25K 0.02%
134
380
$24.7K 0.02%
239
381
$24.7K 0.02%
181
+5
382
$24.7K 0.02%
813
383
$24.7K 0.02%
187
-8
384
$24.6K 0.02%
599
385
$24.5K 0.02%
3
386
$24.5K 0.02%
82
387
$24.5K 0.02%
115
388
$24.3K 0.02%
+645
389
$24.2K 0.02%
713
-13
390
$24.2K 0.02%
136
391
$24.1K 0.02%
217
392
$24K 0.02%
+633
393
$24K 0.02%
248
394
$24K 0.02%
2,262
395
$23.9K 0.02%
225
396
$23.8K 0.02%
443
397
$23.8K 0.02%
98
398
$23.8K 0.02%
2,301
399
$23.7K 0.02%
269
-1
400
$23.6K 0.02%
216
14 15
16
17 18