RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$717K
3
+$555K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K

Top Sells

1
+$583K
2
+$215K
3
+$121K
4
TMO icon
Thermo Fisher Scientific
TMO
+$60.7K
5
KO icon
Coca-Cola
KO
+$57.8K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.83%
3 Financials 9.71%
4 Consumer Discretionary 6.83%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$10.6K 0.01%
101
652
$9.93K 0.01%
72
653
$8.52K 0.01%
161
654
$8.18K 0.01%
187
655
$7.79K 0.01%
384
656
$7.42K 0.01%
403
657
$7.35K 0.01%
27
658
$7.05K 0.01%
73
659
$6.61K 0.01%
135
660
$5.42K ﹤0.01%
72
-153
661
$3.79K ﹤0.01%
252
662
$3.67K ﹤0.01%
54
663
$3.67K ﹤0.01%
65
664
$3.32K ﹤0.01%
8
665
$2.9K ﹤0.01%
819
666
$2.71K ﹤0.01%
44
667
$2.01K ﹤0.01%
+75
668
$1.77K ﹤0.01%
+62
669
$1.47K ﹤0.01%
40
670
$1.25K ﹤0.01%
23
671
$1.22K ﹤0.01%
108
672
$645 ﹤0.01%
23
673
$483 ﹤0.01%
11
674
– –
-203
675
– –
-107
25 26
27
28 29