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
676
$817 ﹤0.01%
+9
677
$815 ﹤0.01%
4
+1
678
$810 ﹤0.01%
10
679
$809 ﹤0.01%
9
680
$803 ﹤0.01%
5
681
$792 ﹤0.01%
8
+1
682
$791 ﹤0.01%
20
683
$787 ﹤0.01%
2
684
$785 ﹤0.01%
64
685
$784 ﹤0.01%
12
686
$781 ﹤0.01%
+10
687
$779 ﹤0.01%
+20
688
$777 ﹤0.01%
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689
$773 ﹤0.01%
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690
$772 ﹤0.01%
2
691
$765 ﹤0.01%
2
692
$760 ﹤0.01%
11
693
$754 ﹤0.01%
+14
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$747 ﹤0.01%
+10
695
$739 ﹤0.01%
6
696
$734 ﹤0.01%
9
697
$730 ﹤0.01%
+14
698
$728 ﹤0.01%
34
-472
699
$727 ﹤0.01%
9
700
$723 ﹤0.01%
+7
26 27
28
29 30