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
501
$18.5K 0.02%
340
502
$18.5K 0.02%
574
503
$18.5K 0.02%
527
+19
504
$18.4K 0.02%
325
505
$18.4K 0.02%
78
+75
506
$18K 0.02%
394
-17
507
$18K 0.02%
1,355
+1,317
508
$18K 0.02%
565
509
$17.8K 0.02%
442
510
$17.7K 0.02%
400
511
$17.7K 0.02%
54
512
$17.7K 0.02%
189
513
$17.7K 0.02%
808
514
$17.5K 0.02%
166
+8
515
$17.5K 0.02%
869
516
$17.5K 0.02%
144
517
$17.5K 0.02%
530
518
$17.5K 0.02%
330
519
$17.4K 0.02%
923
520
$17.4K 0.02%
554
521
$17.4K 0.02%
148
522
$17.3K 0.02%
590
523
$17.2K 0.02%
105
-5
524
$17.2K 0.02%
37
525
$17.1K 0.02%
123
19 20
21
22 23