RTC
Riverview Trust Company Portfolio holdings
AUM $101M
This Quarter Return
-0.15%
1 Year Return
+10.53%
3 Year Return
+38.11%
5 Year Return
+124.22%
10 Year Return
–
AUM
$101M
AUM Growth
-$8.66M (-8%)
Cap. Flow
-$6.93M
Cap. Flow % of AUM
-6.84%
Top 10 Holdings %Top 10 Hldgs %
36.89%
Holding
845
New
25
Increased
27
Reduced
291
Closed
251
Top Buys
| 1 | $478K | |
| 2 | $216K | |
| 3 | $46.2K | |
| 4 | $45.6K | |
| 5 | $39.1K |
Top Sells
| 1 | $1.55M | |
| 2 | $706K | |
| 3 | $447K | |
| 4 | $396K | |
| 5 | $358K |
Sector Composition
| 1 | Technology | 19.95% |
| 2 | Financials | 10.79% |
| 3 | Healthcare | 9.36% |
| 4 | Industrials | 6.2% |
| 5 | Consumer Discretionary | 5.87% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $18.7K | 0.02% | 224 | – | – | |||
| $18.7K | 0.02% | 789 +762 | +2,822% | +$18.1K | |||
| $18.7K | 0.02% | +301 | New | +$18.7K | |||
| $18.7K | 0.02% | 265 | – | – | |||
| $18.6K | 0.02% | +78 | New | +$18.6K | |||
| $18.6K | 0.02% | 328 +310 | +1,722% | +$17.6K | |||
| $18.6K | 0.02% | 723 | – | – | |||
| $18.4K | 0.02% | 1,452 | – | – | |||
| $18.2K | 0.02% | 631 | – | – | |||
| $18.2K | 0.02% | 684 | – | – | |||
| $18.2K | 0.02% | 648 | – | – | |||
| $18.2K | 0.02% | 308 | – | – | |||
| $18.2K | 0.02% | +432 | New | +$18.2K | |||
| $18.2K | 0.02% | 78 | – | – | |||
| $18.2K | 0.02% | 417 -22 | -5% | -$959 | |||
| $18.1K | 0.02% | 280 +272 | +3,400% | +$17.6K | |||
| $18.1K | 0.02% | 105 -5 | -5% | -$861 | |||
| $17.9K | 0.02% | +432 | New | +$17.9K | |||
| $17.9K | 0.02% | 39 -1 | -3% | -$459 | |||
| $17.9K | 0.02% | 36 -1 | -3% | -$498 | |||
| $17.9K | 0.02% | 329 -14 | -4% | -$761 | |||
| $17.8K | 0.02% | 69 -3 | -4% | -$775 | |||
| $17.8K | 0.02% | +269 | New | +$17.8K | |||
| $17.7K | 0.02% | 101 -6 | -6% | -$1.05K | |||
| $17.6K | 0.02% | 412 | – | – |
