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
401
$24.4K 0.02%
+68
402
$24.3K 0.02%
+3
403
$24.3K 0.02%
+176
404
$24.2K 0.02%
+1,253
405
$24.2K 0.02%
+1,069
406
$24.2K 0.02%
+366
407
$24.1K 0.02%
+1,250
408
$24.1K 0.02%
+116
409
$24.1K 0.02%
+283
410
$23.9K 0.02%
+448
411
$23.9K 0.02%
+103
412
$23.8K 0.02%
+1,508
413
$23.8K 0.02%
+484
414
$23.8K 0.02%
+3,201
415
$23.7K 0.02%
+71
416
$23.7K 0.02%
+683
417
$23.6K 0.02%
+1,128
418
$23.5K 0.02%
+631
419
$23.4K 0.02%
+209
420
$23.3K 0.02%
+400
421
$23.1K 0.02%
+1,935
422
$23.1K 0.02%
+98
423
$23K 0.02%
+221
424
$22.9K 0.02%
+154
425
$22.8K 0.02%
+185