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
651
$908 ﹤0.01%
2
652
$905 ﹤0.01%
51
653
$904 ﹤0.01%
4
654
$896 ﹤0.01%
+9
655
$894 ﹤0.01%
37
656
$894 ﹤0.01%
24
657
$891 ﹤0.01%
12
+7
658
$884 ﹤0.01%
+14
659
$883 ﹤0.01%
20
660
$883 ﹤0.01%
15
661
$882 ﹤0.01%
7
662
$875 ﹤0.01%
8
663
$871 ﹤0.01%
17
664
$867 ﹤0.01%
96
665
$858 ﹤0.01%
+20
666
$848 ﹤0.01%
2
667
$848 ﹤0.01%
+27
668
$843 ﹤0.01%
108
669
$841 ﹤0.01%
8
670
$840 ﹤0.01%
18
671
$834 ﹤0.01%
9
672
$827 ﹤0.01%
+35
673
$827 ﹤0.01%
9
674
$821 ﹤0.01%
+71
675
$819 ﹤0.01%
22
-6
25 26
27
28 29