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
$89.7M
AUM Growth
-$797K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$41.4K
2
+$26K
3
+$5.76K

Top Sells

1
+$4.5M
2
+$375K
3
+$103K
4
DE icon
Deere & Co
DE
+$69.6K
5
AAPL icon
Apple
AAPL
+$56.4K

Sector Composition

1 Technology 18.24%
2 Healthcare 11.51%
3 Financials 9.48%
4 Communication Services 6.53%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$354K 0.39%
2,786
-147
52
$344K 0.38%
5,907
-370
53
$343K 0.38%
1,620
54
$335K 0.37%
3,635
-258
55
$329K 0.37%
5,940
56
$324K 0.36%
4,259
-287
57
$322K 0.36%
3,763
58
$322K 0.36%
871
-45
59
$315K 0.35%
5,266
60
$310K 0.35%
1,648
-121
61
$302K 0.34%
1,325
62
$288K 0.32%
2,158
63
$286K 0.32%
3,637
-247
64
$275K 0.31%
1,938
-141
65
$272K 0.3%
1,550
66
$265K 0.3%
8,186
67
$259K 0.29%
544
68
$248K 0.28%
1,107
69
$244K 0.27%
2,235
70
$243K 0.27%
3,220
71
$241K 0.27%
1,165
72
$230K 0.26%
3,949
73
$229K 0.26%
2,606
74
$228K 0.25%
1,145
75
$219K 0.24%
3,425
1 2
3
4 5