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
451
$21.2K 0.02%
+107
452
$21K 0.02%
+269
453
$21K 0.02%
+204
454
$21K 0.02%
+940
455
$20.9K 0.02%
+162
456
$20.9K 0.02%
+1,818
457
$20.9K 0.02%
+394
458
$20.8K 0.02%
+105
459
$20.8K 0.02%
+2,378
460
$20.7K 0.02%
+4,809
461
$20.7K 0.02%
+121
462
$20.7K 0.02%
+1,101
463
$20.6K 0.02%
+476
464
$20.6K 0.02%
+52
465
$20.5K 0.02%
+308
466
$20.5K 0.02%
+113
467
$20.4K 0.02%
+419
468
$20.4K 0.02%
+255
469
$20.3K 0.02%
+5,034
470
$20.3K 0.02%
+419
471
$20.3K 0.02%
+256
472
$20.2K 0.02%
+340
473
$20.2K 0.02%
+129
474
$20.1K 0.02%
+49
475
$20.1K 0.02%
+185
17 18
19
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