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
551
$14.8K 0.01%
702
+7
552
$14.8K 0.01%
189
553
$14.8K 0.01%
426
-13
554
$14.7K 0.01%
223
-79
555
$14.6K 0.01%
85
556
$14.5K 0.01%
506
557
$14.5K 0.01%
400
558
$14.5K 0.01%
457
559
$14.3K 0.01%
89
560
$14.1K 0.01%
1,250
561
$14.1K 0.01%
2,020
+85
562
$13.8K 0.01%
276
563
$13.7K 0.01%
320
564
$13.5K 0.01%
339
565
$13.4K 0.01%
77
-4
566
$13.4K 0.01%
201
567
$13.4K 0.01%
112
568
$13.3K 0.01%
166
569
$13.2K 0.01%
113
570
$13.2K 0.01%
63
571
$13.1K 0.01%
338
572
$13K 0.01%
38
573
$12.7K 0.01%
158
-7
574
$12.6K 0.01%
289
575
$12.5K 0.01%
188
21 22
23
24 25