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
626
$1.11K ﹤0.01%
3
627
$1.1K ﹤0.01%
11
628
$1.08K ﹤0.01%
3
629
$1.03K ﹤0.01%
48
630
$1.02K ﹤0.01%
10
631
$1.02K ﹤0.01%
9
632
$1.02K ﹤0.01%
10
633
$1.01K ﹤0.01%
4
634
$1.01K ﹤0.01%
5
635
$1K ﹤0.01%
7
636
$999 ﹤0.01%
32
637
$991 ﹤0.01%
21
638
$979 ﹤0.01%
+21
639
$977 ﹤0.01%
36
640
$965 ﹤0.01%
+28
641
$953 ﹤0.01%
23
642
$948 ﹤0.01%
5
643
$940 ﹤0.01%
3
644
$936 ﹤0.01%
+25
645
$932 ﹤0.01%
6
646
$928 ﹤0.01%
12
647
$922 ﹤0.01%
8
+4
648
$919 ﹤0.01%
7
649
$917 ﹤0.01%
15
650
$908 ﹤0.01%
10
+2
24 25
26
27 28