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
$142M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$222K
3
+$221K
4
CTVA icon
Corteva
CTVA
+$134K
5
ALC icon
Alcon
ALC
+$70K

Top Sells

1
+$296K
2
+$288K
3
+$177K
4
DD icon
DuPont de Nemours
DD
+$167K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$86.3K

Sector Composition

1 Technology 10.82%
2 Healthcare 9.88%
3 Financials 7.45%
4 Materials 7.41%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.38%
9,050
-34
52
$520K 0.37%
9,320
-150
53
$518K 0.36%
5,677
-659
54
$518K 0.36%
2,630
-19
55
$506K 0.36%
17,454
56
$502K 0.35%
8,543
-124
57
$495K 0.35%
8,672
-76
58
$480K 0.34%
3,860
59
$479K 0.34%
4,744
-61
60
$474K 0.33%
4,500
61
$470K 0.33%
5,715
-88
62
$446K 0.31%
2,700
63
$430K 0.3%
4,233
64
$427K 0.3%
2,943
-24
65
$421K 0.3%
1,435
66
$413K 0.29%
13,255
67
$409K 0.29%
3,733
-69
68
$396K 0.28%
1,927
-166
69
$394K 0.28%
6,616
70
$387K 0.27%
8,839
71
$385K 0.27%
1,972
72
$382K 0.27%
7,468
73
$349K 0.25%
2,093
74
$345K 0.24%
1,898
-24
75
$341K 0.24%
4,299
-478
1 2
3
4 5