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
$87M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$7K

Top Sells

1
+$3.86M
2
+$2.79M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
REET icon
iShares Global REIT ETF
REET
+$1.29M

Sector Composition

1 Technology 17.48%
2 Healthcare 10.73%
3 Financials 7.22%
4 Consumer Discretionary 5.74%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$338K 0.39%
9,290
-8,630
52
$328K 0.38%
1,180
-1,270
53
$327K 0.38%
3,763
54
$300K 0.34%
5,441
55
$298K 0.34%
1,902
56
$293K 0.34%
5,947
57
$288K 0.33%
1,945
-350
58
$277K 0.32%
3,948
59
$271K 0.31%
3,900
60
$267K 0.31%
544
-659
61
$267K 0.31%
1,615
-165
62
$264K 0.3%
805
63
$261K 0.3%
3,229
64
$251K 0.29%
1,325
65
$249K 0.29%
3,614
-2,025
66
$243K 0.28%
1,107
-798
67
$239K 0.27%
6,277
68
$235K 0.27%
3,949
-2,068
69
$223K 0.26%
3,220
-2,504
70
$221K 0.25%
2,193
-106
71
$219K 0.25%
1,145
-1,630
72
$213K 0.24%
2,963
73
$213K 0.24%
5,940
-210
74
$206K 0.24%
8,884
-2,394
75
$198K 0.23%
1,165
1 2
3
4 5