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
451
$20.6K 0.02%
299
452
$20.6K 0.02%
72
453
$20.6K 0.02%
1,187
454
$20.5K 0.02%
992
-66
455
$20.3K 0.02%
175
456
$20.3K 0.02%
109
457
$20.2K 0.02%
698
458
$20.2K 0.02%
239
459
$20.2K 0.02%
218
460
$20.2K 0.02%
+486
461
$20.2K 0.02%
75
462
$20.1K 0.02%
1,246
463
$20.1K 0.02%
116
464
$20.1K 0.02%
107
465
$20.1K 0.02%
78
-7
466
$20K 0.02%
1,556
-295
467
$19.9K 0.02%
55
468
$19.9K 0.02%
723
-31
469
$19.8K 0.02%
48
-2
470
$19.8K 0.02%
110
471
$19.8K 0.02%
538
472
$19.7K 0.02%
796
473
$19.7K 0.02%
308
474
$19.7K 0.02%
265
475
$19.6K 0.02%
224
17 18
19
20 21