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
776
$543 ﹤0.01%
+114
777
$540 ﹤0.01%
2
778
$537 ﹤0.01%
12
779
$532 ﹤0.01%
+45
780
$532 ﹤0.01%
+22
781
$531 ﹤0.01%
7
-202
782
$530 ﹤0.01%
+1
783
$528 ﹤0.01%
11
784
$527 ﹤0.01%
+25
785
$525 ﹤0.01%
12
786
$518 ﹤0.01%
+55
787
$516 ﹤0.01%
6
788
$516 ﹤0.01%
+8
789
$515 ﹤0.01%
6
790
$505 ﹤0.01%
+15
791
$503 ﹤0.01%
+40
792
$502 ﹤0.01%
+22
793
$501 ﹤0.01%
+7
794
$499 ﹤0.01%
+53
795
$499 ﹤0.01%
+40
796
$492 ﹤0.01%
+10
797
$488 ﹤0.01%
+19
798
$486 ﹤0.01%
+28
799
$486 ﹤0.01%
+41
800
$475 ﹤0.01%
+139
30 31
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