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
$87M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$7K

Top Sells

1
+$3.86M
2
+$2.79M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
REET icon
iShares Global REIT ETF
REET
+$1.29M

Sector Composition

1 Technology 17.48%
2 Healthcare 10.73%
3 Financials 7.22%
4 Consumer Discretionary 5.74%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$725K 0.83%
3,754
-1,795
27
$712K 0.82%
3,213
28
$658K 0.76%
4,267
29
$633K 0.73%
370
30
$592K 0.68%
5,477
-16,610
31
$568K 0.65%
3,397
-908
32
$562K 0.65%
1,584
-935
33
$551K 0.63%
15,830
-264
34
$536K 0.62%
6,115
-45
35
$514K 0.59%
8,793
36
$482K 0.55%
3,465
-600
37
$474K 0.54%
4,500
38
$431K 0.5%
7,851
39
$426K 0.49%
5,820
-4,460
40
$423K 0.49%
3,052
41
$415K 0.48%
5,208
42
$404K 0.46%
2,020
-1,240
43
$395K 0.45%
2,038
44
$384K 0.44%
5,189
45
$380K 0.44%
992
46
$378K 0.43%
4,792
-34
47
$358K 0.41%
7,625
48
$357K 0.41%
5,744
49
$344K 0.4%
3,369
50
$341K 0.39%
1,504
-582
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2
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