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
526
$17K 0.02%
201
527
$17K 0.02%
260
528
$17K 0.02%
2,076
529
$16.8K 0.02%
40
530
$16.7K 0.02%
479
531
$16.7K 0.02%
477
532
$16.7K 0.02%
412
533
$16.6K 0.02%
476
-11
534
$16.6K 0.02%
124
535
$16.6K 0.02%
87
536
$16.6K 0.02%
293
537
$16.4K 0.01%
70
538
$16.4K 0.01%
133
539
$16.3K 0.01%
70
540
$16.2K 0.01%
77
541
$15.9K 0.01%
414
542
$15.9K 0.01%
235
543
$15.5K 0.01%
75
544
$15.3K 0.01%
328
545
$15.3K 0.01%
200
546
$15.2K 0.01%
195
-263
547
$15.2K 0.01%
448
548
$15K 0.01%
151
549
$15K 0.01%
648
-1,864
550
$14.8K 0.01%
222
20 21
22
23 24