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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$15.9M
3
+$9.32M
4
REET icon
iShares Global REIT ETF
REET
+$8.88M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.42%
2 Technology 10.01%
3 Financials 7.02%
4 Industrials 4.45%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$471K 0.37%
+9,050
52
$463K 0.36%
+8,892
53
$459K 0.36%
+2,672
54
$452K 0.35%
+8,039
55
$445K 0.35%
+4,267
56
$431K 0.34%
+4,670
57
$430K 0.34%
+17,454
58
$430K 0.34%
+30,310
59
$426K 0.33%
+2,649
60
$406K 0.32%
+3,735
61
$388K 0.3%
+5,963
62
$372K 0.29%
+3,934
63
$371K 0.29%
+13,255
64
$354K 0.28%
+2,700
65
$350K 0.27%
+4,233
66
$350K 0.27%
+8,839
67
$338K 0.26%
+4,940
68
$328K 0.26%
+2,093
69
$327K 0.26%
+3,558
70
$326K 0.26%
+6,616
71
$325K 0.25%
+7,468
72
$321K 0.25%
+1,435
73
$310K 0.24%
+3,017
74
$309K 0.24%
+1,515
75
$303K 0.24%
+4,856
1 2
3
4 5