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
$144M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$356K
3
+$351K
4
AVB icon
AvalonBay Communities
AVB
+$305K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$376K
2
+$352K
3
+$293K
4
STZ icon
Constellation Brands
STZ
+$271K
5
INTC icon
Intel
INTC
+$266K

Sector Composition

1 Technology 11.25%
2 Healthcare 9.3%
3 Financials 7.49%
4 Materials 7.46%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$528K 0.37%
8,500
-43
52
$523K 0.36%
9,050
53
$522K 0.36%
8,654
-18
54
$522K 0.36%
4,744
55
$508K 0.35%
17,415
-39
56
$493K 0.34%
5,677
57
$485K 0.34%
9,320
58
$473K 0.33%
5,715
59
$464K 0.32%
3,733
60
$460K 0.32%
4,233
61
$459K 0.32%
4,500
62
$458K 0.32%
3,860
63
$436K 0.3%
2,700
64
$435K 0.3%
7,468
65
$428K 0.3%
6,593
-23
66
$419K 0.29%
13,255
67
$418K 0.29%
1,435
68
$417K 0.29%
1,927
69
$404K 0.28%
1,972
70
$376K 0.26%
8,814
-25
71
$360K 0.25%
7,996
-27
72
$356K 0.25%
+7,545
73
$354K 0.25%
2,077
-16
74
$351K 0.24%
+2,203
75
$349K 0.24%
4,297
-2
1 2
3
4 5