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
701
$721 ﹤0.01%
10
702
$720 ﹤0.01%
5
703
$717 ﹤0.01%
39
704
$713 ﹤0.01%
29
705
$709 ﹤0.01%
8
+1
706
$706 ﹤0.01%
2
+1
707
$704 ﹤0.01%
+29
708
$693 ﹤0.01%
+80
709
$689 ﹤0.01%
40
710
$688 ﹤0.01%
9
711
$686 ﹤0.01%
9
712
$685 ﹤0.01%
25
713
$684 ﹤0.01%
+19
714
$683 ﹤0.01%
8
715
$682 ﹤0.01%
+154
716
$677 ﹤0.01%
2
717
$674 ﹤0.01%
4
718
$672 ﹤0.01%
+11
719
$671 ﹤0.01%
+6
720
$670 ﹤0.01%
+16
721
$670 ﹤0.01%
6
722
$670 ﹤0.01%
+25
723
$668 ﹤0.01%
5
724
$666 ﹤0.01%
4
725
$664 ﹤0.01%
5
27 28
29
30 31