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
$110M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
920
New
Increased
Reduced
Closed

Top Buys

1
+$45.3K
2
+$30.3K
3
+$29.2K
4
CNC icon
Centene
CNC
+$29.1K
5
APA icon
APA Corp
APA
+$29K

Top Sells

1
+$717K
2
+$713K
3
+$240K
4
BND icon
Vanguard Total Bond Market
BND
+$145K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$124K

Sector Composition

1 Technology 22.44%
2 Financials 10.29%
3 Healthcare 9.61%
4 Communication Services 6.65%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$865K 0.79%
5,979
-238
27
$779K 0.71%
1,719
+4
28
$778K 0.71%
15,525
29
$746K 0.68%
1,847
-92
30
$681K 0.62%
1
31
$676K 0.61%
2,666
32
$671K 0.61%
655
33
$659K 0.6%
2,085
+7
34
$592K 0.54%
11,272
+15
35
$592K 0.54%
3,532
+13
36
$577K 0.52%
21,740
-92
37
$573K 0.52%
28,567
+565
38
$567K 0.52%
1,121
+33
39
$555K 0.5%
9,373
40
$507K 0.46%
1,749
+4
41
$490K 0.45%
635
-1
42
$479K 0.44%
3,416
43
$474K 0.43%
805
-20
44
$467K 0.42%
5,528
45
$453K 0.41%
2,542
46
$438K 0.4%
1,125
+2
47
$437K 0.4%
4,834
+15
48
$436K 0.4%
898
-10
49
$428K 0.39%
2,813
-374
50
$422K 0.38%
6,543
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