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
576
$15.9K 0.01%
+949
577
$15.8K 0.01%
+189
578
$15.8K 0.01%
+429
579
$15.8K 0.01%
+714
580
$15.8K 0.01%
+238
581
$15.7K 0.01%
+302
582
$15.7K 0.01%
+2,356
583
$15.5K 0.01%
+104
584
$15.5K 0.01%
+1,390
585
$15.5K 0.01%
+289
586
$15.5K 0.01%
+112
587
$15.5K 0.01%
+246
588
$15.5K 0.01%
+158
589
$15.3K 0.01%
+1,125
590
$15.3K 0.01%
+166
591
$15.2K 0.01%
+180
592
$15K 0.01%
+757
593
$14.8K 0.01%
+1,625
594
$14.6K 0.01%
+123
595
$14.6K 0.01%
+350
596
$14.5K 0.01%
+276
597
$14.5K 0.01%
+338
598
$14.5K 0.01%
+320
599
$14.3K 0.01%
+2,274
600
$14.2K 0.01%
+75