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
526
$18.2K 0.01%
+264
527
$18.2K 0.01%
+759
528
$18.1K 0.01%
+60
529
$17.9K 0.01%
+130
530
$17.8K 0.01%
+158
531
$17.8K 0.01%
+1,126
532
$17.7K 0.01%
+45
533
$17.6K 0.01%
+270
534
$17.6K 0.01%
+225
535
$17.5K 0.01%
+1,187
536
$17.4K 0.01%
+67
537
$17.3K 0.01%
+63
538
$17.3K 0.01%
+265
539
$17.2K 0.01%
+448
540
$17.2K 0.01%
+144
541
$17.2K 0.01%
+672
542
$17.2K 0.01%
+142
543
$17.1K 0.01%
+74
544
$17.1K 0.01%
+150
545
$17.1K 0.01%
+133
546
$17.1K 0.01%
+648
547
$16.9K 0.01%
+1,222
548
$16.9K 0.01%
+212
549
$16.9K 0.01%
+364
550
$16.9K 0.01%
+433