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
$142M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$222K
3
+$221K
4
CTVA icon
Corteva
CTVA
+$134K
5
ALC icon
Alcon
ALC
+$70K

Top Sells

1
+$296K
2
+$288K
3
+$177K
4
DD icon
DuPont de Nemours
DD
+$167K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$86.3K

Sector Composition

1 Technology 10.82%
2 Healthcare 9.88%
3 Financials 7.45%
4 Materials 7.41%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$957K 0.67%
6,308
27
$903K 0.63%
5,987
-41
28
$889K 0.62%
5,456
29
$881K 0.62%
16,300
30
$799K 0.56%
11,302
31
$759K 0.53%
3,110
32
$750K 0.53%
2,840
33
$746K 0.52%
3,033
34
$737K 0.52%
2,500
35
$731K 0.51%
6,366
36
$718K 0.5%
5,665
37
$718K 0.5%
22,500
38
$713K 0.5%
4,110
39
$694K 0.49%
370
40
$683K 0.48%
5,210
-105
41
$667K 0.47%
12,320
42
$653K 0.46%
7,536
-48
43
$619K 0.43%
4,267
44
$594K 0.42%
7,687
45
$574K 0.4%
3,465
-96
46
$564K 0.4%
2,714
-23
47
$556K 0.39%
19,330
48
$556K 0.39%
2,672
49
$551K 0.39%
30,310
50
$548K 0.39%
10,055
-185
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