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
$89.7M
AUM Growth
-$797K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$41.4K
2
+$26K
3
+$5.76K

Top Sells

1
+$4.5M
2
+$375K
3
+$103K
4
DE icon
Deere & Co
DE
+$69.6K
5
AAPL icon
Apple
AAPL
+$56.4K

Sector Composition

1 Technology 18.24%
2 Healthcare 11.51%
3 Financials 9.48%
4 Communication Services 6.53%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$785K 0.88%
3,545
-165
27
$783K 0.87%
10,410
28
$737K 0.82%
1,980
29
$692K 0.77%
3,389
30
$648K 0.72%
5,990
31
$619K 0.69%
1,874
-164
32
$600K 0.67%
5,820
33
$567K 0.63%
5,258
34
$541K 0.6%
14,942
35
$511K 0.57%
8,492
-468
36
$505K 0.56%
3,934
37
$467K 0.52%
4,766
-354
38
$466K 0.52%
3,369
39
$453K 0.51%
1,284
40
$436K 0.49%
805
41
$431K 0.48%
7,094
-531
42
$431K 0.48%
3,185
-228
43
$425K 0.47%
5,189
44
$422K 0.47%
5,492
-455
45
$411K 0.46%
1,615
46
$410K 0.46%
8,840
-400
47
$382K 0.43%
2,700
-169
48
$363K 0.4%
1,945
49
$360K 0.4%
1,180
50
$357K 0.4%
1,504
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