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
476
$19.6K 0.02%
197
-5
477
$19.6K 0.02%
436
-421
478
$19.5K 0.02%
136
479
$19.5K 0.02%
570
480
$19.5K 0.02%
+260
481
$19.5K 0.02%
+359
482
$19.4K 0.02%
1,323
483
$19.4K 0.02%
302
484
$19.3K 0.02%
752
+22
485
$19.3K 0.02%
236
486
$19.3K 0.02%
103
487
$19.3K 0.02%
102
488
$19.2K 0.02%
5,168
489
$19K 0.02%
199
490
$19K 0.02%
103
-3
491
$19K 0.02%
150
492
$19K 0.02%
11
493
$18.9K 0.02%
759
-33
494
$18.9K 0.02%
224
495
$18.9K 0.02%
175
496
$18.8K 0.02%
162
-6
497
$18.7K 0.02%
+2,151
498
$18.6K 0.02%
1,014
499
$18.6K 0.02%
55
500
$18.5K 0.02%
2,356
18 19
20
21 22