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
726
$663 ﹤0.01%
4
727
$662 ﹤0.01%
31
728
$659 ﹤0.01%
+12
729
$657 ﹤0.01%
10
+3
730
$647 ﹤0.01%
+80
731
$636 ﹤0.01%
70
732
$633 ﹤0.01%
4
733
$632 ﹤0.01%
7
734
$629 ﹤0.01%
+9
735
$624 ﹤0.01%
+7
736
$624 ﹤0.01%
63
-1,773
737
$620 ﹤0.01%
+150
738
$617 ﹤0.01%
+2
739
$614 ﹤0.01%
+10
740
$612 ﹤0.01%
52
741
$611 ﹤0.01%
+33
742
$610 ﹤0.01%
+3
743
$608 ﹤0.01%
+10
744
$608 ﹤0.01%
26
745
$608 ﹤0.01%
+18
746
$607 ﹤0.01%
+4
747
$604 ﹤0.01%
+4
748
$602 ﹤0.01%
7
749
$598 ﹤0.01%
+4
750
$598 ﹤0.01%
7
-4
28 29
30
31 32