RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.6M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$79K
3
+$40K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$30K
5
UNM icon
Unum
UNM
+$23K

Top Sells

1
+$131K
2
+$101K
3
+$42.3K
4
IAC icon
IAC Inc
IAC
+$39.1K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$37K

Sector Composition

1 Technology 18.49%
2 Healthcare 11.36%
3 Financials 9.56%
4 Communication Services 6.97%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$376K 0.4%
1,180
52
$360K 0.38%
3,550
-85
53
$357K 0.38%
1,504
54
$349K 0.37%
1,608
-40
55
$343K 0.36%
3,763
56
$327K 0.35%
+12,132
57
$324K 0.34%
857
-14
58
$321K 0.34%
5,784
-123
59
$319K 0.34%
544
60
$310K 0.33%
5,266
61
$310K 0.33%
1,325
62
$310K 0.33%
5,440
-500
63
$307K 0.32%
2,158
64
$306K 0.32%
4,164
-95
65
$296K 0.31%
1,550
66
$276K 0.29%
1,892
-46
67
$276K 0.29%
3,556
-81
68
$272K 0.29%
1,145
69
$265K 0.28%
3,425
70
$261K 0.28%
533
71
$260K 0.27%
1,165
72
$256K 0.27%
1,107
73
$250K 0.26%
2,235
74
$249K 0.26%
2,606
75
$236K 0.25%
3,220
1 2
3
4 5