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
$144M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$356K
3
+$351K
4
AVB icon
AvalonBay Communities
AVB
+$305K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$376K
2
+$352K
3
+$293K
4
STZ icon
Constellation Brands
STZ
+$271K
5
INTC icon
Intel
INTC
+$266K

Sector Composition

1 Technology 11.25%
2 Healthcare 9.3%
3 Financials 7.49%
4 Materials 7.46%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$922K 0.64%
2,069
-12
27
$894K 0.62%
11,260
-42
28
$823K 0.57%
6,366
29
$818K 0.57%
2,840
30
$815K 0.57%
10,763
-4,962
31
$806K 0.56%
5,456
32
$806K 0.56%
7,536
33
$803K 0.56%
23,561
34
$750K 0.52%
12,280
-40
35
$746K 0.52%
3,024
-9
36
$726K 0.51%
370
37
$725K 0.5%
5,665
38
$700K 0.49%
5,108
-102
39
$687K 0.48%
2,486
-14
40
$676K 0.47%
3,110
41
$653K 0.45%
22,500
42
$635K 0.44%
3,693
-417
43
$634K 0.44%
10,055
44
$628K 0.44%
4,267
45
$620K 0.43%
2,672
46
$619K 0.43%
7,640
-47
47
$583K 0.41%
2,714
48
$581K 0.4%
3,443
-22
49
$556K 0.39%
30,310
50
$534K 0.37%
19,330
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