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
751
$596 ﹤0.01%
+5
752
$585 ﹤0.01%
+42
753
$585 ﹤0.01%
7
754
$578 ﹤0.01%
+19
755
$577 ﹤0.01%
1
756
$576 ﹤0.01%
+4
757
$576 ﹤0.01%
+30
758
$576 ﹤0.01%
4
759
$576 ﹤0.01%
6
760
$576 ﹤0.01%
8
761
$570 ﹤0.01%
+23
762
$568 ﹤0.01%
6
763
$568 ﹤0.01%
+4
764
$564 ﹤0.01%
+10
765
$564 ﹤0.01%
+7
766
$563 ﹤0.01%
5
767
$558 ﹤0.01%
81
-2,125
768
$555 ﹤0.01%
+9
769
$554 ﹤0.01%
5
770
$551 ﹤0.01%
9
771
$550 ﹤0.01%
+10
772
$548 ﹤0.01%
+5
773
$547 ﹤0.01%
+11
774
$546 ﹤0.01%
5
775
$545 ﹤0.01%
+6
29 30
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32 33