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
$90.4M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$130K
3
+$129K
4
DLR icon
Digital Realty Trust
DLR
+$117K
5
SWKS icon
Skyworks Solutions
SWKS
+$112K

Top Sells

1
+$2.58M
2
+$606K
3
+$299K
4
CTSH icon
Cognizant
CTSH
+$279K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$276K

Sector Composition

1 Technology 17.36%
2 Healthcare 11.16%
3 Financials 8.37%
4 Materials 6.08%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$346K 0.38%
1,615
52
$342K 0.38%
4,546
-246
53
$328K 0.36%
1,945
54
$325K 0.36%
916
-76
55
$319K 0.35%
3,893
-55
56
$313K 0.35%
1,180
57
$301K 0.33%
1,769
-133
58
$301K 0.33%
6,277
59
$290K 0.32%
2,933
-30
60
$290K 0.32%
1,325
61
$289K 0.32%
5,266
-175
62
$288K 0.32%
3,884
-1,860
63
$277K 0.31%
5,940
64
$272K 0.3%
544
65
$248K 0.27%
2,079
-114
66
$248K 0.27%
3,220
67
$244K 0.27%
8,186
-698
68
$239K 0.26%
2,235
69
$238K 0.26%
1,107
70
$232K 0.26%
3,949
71
$231K 0.26%
1,550
+644
72
$227K 0.25%
1,165
73
$225K 0.25%
1,145
74
$223K 0.25%
7,024
75
$215K 0.24%
2,606
1 2
3
4 5