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
601
$1.46K ﹤0.01%
9
-3
602
$1.31K ﹤0.01%
+45
603
$1.31K ﹤0.01%
17
604
$1.29K ﹤0.01%
14
605
$1.28K ﹤0.01%
7
-2
606
$1.28K ﹤0.01%
31
607
$1.26K ﹤0.01%
+10
608
$1.26K ﹤0.01%
18
+13
609
$1.26K ﹤0.01%
+11
610
$1.25K ﹤0.01%
18
-124
611
$1.24K ﹤0.01%
+76
612
$1.24K ﹤0.01%
8
613
$1.22K ﹤0.01%
6
614
$1.21K ﹤0.01%
12
615
$1.19K ﹤0.01%
2
616
$1.17K ﹤0.01%
5
617
$1.17K ﹤0.01%
18
618
$1.17K ﹤0.01%
+38
619
$1.16K ﹤0.01%
62
620
$1.15K ﹤0.01%
+16
621
$1.13K ﹤0.01%
+48
622
$1.13K ﹤0.01%
+26
623
$1.12K ﹤0.01%
+19
624
$1.12K ﹤0.01%
9
625
$1.12K ﹤0.01%
+21
23 24
25
26 27