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
$113M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$717K
3
+$555K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K

Top Sells

1
+$583K
2
+$215K
3
+$121K
4
TMO icon
Thermo Fisher Scientific
TMO
+$60.7K
5
KO icon
Coca-Cola
KO
+$57.8K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.83%
3 Financials 9.71%
4 Consumer Discretionary 6.83%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$398K 0.35%
3,386
-41
52
$397K 0.35%
1,940
53
$396K 0.35%
1,577
54
$395K 0.35%
965
+310
55
$383K 0.34%
3,763
56
$371K 0.33%
1,935
+51
57
$356K 0.32%
830
+705
58
$356K 0.32%
6,261
59
$343K 0.3%
7,960
60
$329K 0.29%
7,424
+1,550
61
$324K 0.29%
1,921
62
$315K 0.28%
687
-7
63
$304K 0.27%
1,175
+82
64
$300K 0.27%
3,289
65
$298K 0.26%
+3,971
66
$289K 0.26%
4,651
67
$286K 0.25%
4,338
68
$285K 0.25%
943
69
$284K 0.25%
3,802
70
$280K 0.25%
706
71
$277K 0.25%
8,541
+2,988
72
$270K 0.24%
+52,279
73
$264K 0.23%
517
74
$260K 0.23%
851
75
$257K 0.23%
2,941
1 2
3
4 5