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
401
$23.6K 0.02%
128
-4
402
$23.3K 0.02%
98
403
$23.3K 0.02%
1,375
404
$23.3K 0.02%
256
405
$23.2K 0.02%
135
406
$23.2K 0.02%
45
+2
407
$23.2K 0.02%
49
+2
408
$23.2K 0.02%
283
409
$23.2K 0.02%
+402
410
$22.7K 0.02%
121
+5
411
$22.7K 0.02%
1,222
412
$22.6K 0.02%
+1,312
413
$22.6K 0.02%
253
414
$22.4K 0.02%
124
+3
415
$22.4K 0.02%
242
416
$22.4K 0.02%
436
417
$22.3K 0.02%
1,818
418
$22.3K 0.02%
2,425
419
$22.3K 0.02%
940
420
$22.2K 0.02%
4,269
421
$22.1K 0.02%
616
422
$22.1K 0.02%
52
-96
423
$22.1K 0.02%
76
-2
424
$22.1K 0.02%
394
425
$22.1K 0.02%
1,052
15 16
17
18 19