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
$130M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$224K
3
+$219K
4
CTVA icon
Corteva
CTVA
+$218K
5
CE icon
Celanese
CE
+$218K

Top Sells

1
+$799K
2
+$563K
3
+$469K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K
5
GUT
Gabelli Utility Trust
GUT
+$276K

Sector Composition

1 Technology 21.5%
2 Healthcare 12.73%
3 Financials 10.8%
4 Communication Services 7.43%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$19.3K 0.01%
+653
502
$19.2K 0.01%
+364
503
$19.2K 0.01%
+105
504
$19.2K 0.01%
+573
505
$19.2K 0.01%
+200
506
$19K 0.01%
+128
507
$19K 0.01%
+64
508
$18.9K 0.01%
+82
509
$18.8K 0.01%
+184
510
$18.7K 0.01%
+98
511
$18.7K 0.01%
+239
512
$18.7K 0.01%
+136
513
$18.6K 0.01%
+340
514
$18.5K 0.01%
+245
515
$18.4K 0.01%
+173
516
$18.4K 0.01%
+211
517
$18.4K 0.01%
+151
518
$18.4K 0.01%
+53
519
$18.4K 0.01%
+723
520
$18.3K 0.01%
+107
521
$18.3K 0.01%
+589
522
$18.3K 0.01%
+1,452
523
$18.3K 0.01%
+87
524
$18.3K 0.01%
+506
525
$18.2K 0.01%
+923
19 20
21
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