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
426
$21.8K 0.02%
688
427
$21.8K 0.02%
616
428
$21.7K 0.02%
1,962
429
$21.7K 0.02%
64
430
$21.6K 0.02%
341
431
$21.5K 0.02%
185
432
$21.5K 0.02%
144
433
$21.4K 0.02%
60
434
$21.4K 0.02%
170
+7
435
$21.3K 0.02%
631
436
$21.3K 0.02%
44
437
$21.3K 0.02%
184
-8
438
$21.2K 0.02%
159
439
$21.2K 0.02%
99
440
$21K 0.02%
1,439
-2
441
$21K 0.02%
3,377
442
$21K 0.02%
87
443
$20.9K 0.02%
648
444
$20.9K 0.02%
133
445
$20.8K 0.02%
380
446
$20.8K 0.02%
270
447
$20.7K 0.02%
1,452
448
$20.7K 0.02%
70
449
$20.7K 0.02%
284
450
$20.7K 0.02%
2,203
16 17
18
19 20