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
$110M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
920
New
Increased
Reduced
Closed

Top Buys

1
+$45.3K
2
+$30.3K
3
+$29.2K
4
CNC icon
Centene
CNC
+$29.1K
5
APA icon
APA Corp
APA
+$29K

Top Sells

1
+$717K
2
+$713K
3
+$240K
4
BND icon
Vanguard Total Bond Market
BND
+$145K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$124K

Sector Composition

1 Technology 22.44%
2 Financials 10.29%
3 Healthcare 9.61%
4 Communication Services 6.65%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$407K 0.37%
772
+2
52
$404K 0.37%
2,456
53
$399K 0.36%
1,814
-60
54
$387K 0.35%
3,903
+222
55
$380K 0.35%
663
+2
56
$375K 0.34%
3,482
+19
57
$366K 0.33%
3,763
58
$352K 0.32%
2,289
-20
59
$330K 0.3%
3,829
60
$325K 0.3%
2,406
-95
61
$323K 0.29%
3,620
-300
62
$320K 0.29%
2,653
63
$318K 0.29%
64
-2
64
$308K 0.28%
9,658
-129
65
$307K 0.28%
13,494
66
$297K 0.27%
1,674
67
$292K 0.27%
3,199
68
$288K 0.26%
3,228
-1
69
$281K 0.26%
3,180
70
$275K 0.25%
5,752
-17
71
$275K 0.25%
1,211
-4
72
$267K 0.24%
1,845
73
$265K 0.24%
7,052
74
$262K 0.24%
1,006
-10
75
$257K 0.23%
769
1 2
3
4 5