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
576
$12.5K 0.01%
181
577
$12.4K 0.01%
734
578
$11.4K 0.01%
1,083
579
$11.1K 0.01%
1,625
-83
580
$10K 0.01%
81
581
$9.83K 0.01%
305
582
$9.45K 0.01%
251
+28
583
$9.05K 0.01%
80
-285
584
$8.82K 0.01%
1,000
585
$7.23K 0.01%
84
-160
586
$6.56K 0.01%
35
-10
587
$5.68K 0.01%
100
588
$5.24K ﹤0.01%
819
589
$5K ﹤0.01%
24
-2
590
$3.61K ﹤0.01%
75
591
$3.28K ﹤0.01%
1,000
592
$2.65K ﹤0.01%
300
593
$2.02K ﹤0.01%
16
594
$1.99K ﹤0.01%
+1
595
$1.96K ﹤0.01%
+18
596
$1.84K ﹤0.01%
5
-121
597
$1.77K ﹤0.01%
16
598
$1.7K ﹤0.01%
79
-30
599
$1.59K ﹤0.01%
23
600
$1.47K ﹤0.01%
+38
22 23
24
25 26