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
$94.6M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$79K
3
+$40K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$30K
5
UNM icon
Unum
UNM
+$23K

Top Sells

1
+$131K
2
+$101K
3
+$42.3K
4
IAC icon
IAC Inc
IAC
+$39.1K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$37K

Sector Composition

1 Technology 18.49%
2 Healthcare 11.36%
3 Financials 9.56%
4 Communication Services 6.97%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$793K 0.84%
1,980
27
$787K 0.83%
4,056
-111
28
$773K 0.82%
3,459
-86
29
$721K 0.76%
3,389
30
$711K 0.75%
5,820
31
$639K 0.68%
5,670
-320
32
$590K 0.62%
1,820
-54
33
$585K 0.62%
14,942
34
$567K 0.6%
5,258
35
$537K 0.57%
3,934
36
$508K 0.54%
1,284
37
$499K 0.53%
3,369
38
$499K 0.53%
4,648
-118
39
$498K 0.53%
8,336
-156
40
$492K 0.52%
805
41
$470K 0.5%
5,341
-151
42
$446K 0.47%
1,945
43
$442K 0.47%
5,189
44
$423K 0.45%
2,737
-49
45
$420K 0.44%
3,110
-75
46
$416K 0.44%
8,720
-120
47
$395K 0.42%
6,917
-177
48
$392K 0.41%
2,645
-55
49
$387K 0.41%
1,615
50
$379K 0.4%
1,620
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