RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.9M
3
+$9.32M
4
REET icon
iShares Global REIT ETF
REET
+$8.88M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.42%
2 Technology 10.01%
3 Financials 7.02%
4 Industrials 4.45%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$832K 0.65%
+2,118
27
$775K 0.61%
+3,110
28
$760K 0.59%
+5,997
29
$725K 0.57%
+6,722
30
$708K 0.55%
+11,302
31
$702K 0.55%
+5,456
32
$676K 0.53%
+10,310
33
$667K 0.52%
+3,033
34
$644K 0.5%
+12,320
35
$637K 0.5%
+370
36
$599K 0.47%
+6,336
37
$579K 0.45%
+2,840
38
$566K 0.44%
+2,500
39
$565K 0.44%
+5,111
40
$554K 0.43%
+22,500
41
$542K 0.42%
+4,110
42
$536K 0.42%
+7,505
43
$531K 0.42%
+3,561
44
$518K 0.41%
+5,665
45
$490K 0.38%
+19,280
46
$486K 0.38%
+9,320
47
$484K 0.38%
+6,300
48
$483K 0.38%
+2,722
49
$477K 0.37%
+7,215
50
$473K 0.37%
+2,967
1
2
3 4 5