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
$142M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$222K
3
+$221K
4
CTVA icon
Corteva
CTVA
+$134K
5
ALC icon
Alcon
ALC
+$70K

Top Sells

1
+$296K
2
+$288K
3
+$177K
4
DD icon
DuPont de Nemours
DD
+$167K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$86.3K

Sector Composition

1 Technology 10.82%
2 Healthcare 9.88%
3 Financials 7.45%
4 Materials 7.41%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$339K 0.24%
8,023
77
$339K 0.24%
10,791
-5,308
78
$335K 0.24%
1,282
79
$332K 0.23%
3,333
80
$328K 0.23%
6,255
-127
81
$323K 0.23%
1,515
82
$314K 0.22%
6,386
83
$311K 0.22%
3,017
84
$304K 0.21%
2,500
-143
85
$301K 0.21%
4,939
-40
86
$295K 0.21%
3,596
-25
87
$291K 0.2%
3,212
-124
88
$290K 0.2%
2,292
89
$288K 0.2%
3,229
-3
90
$286K 0.2%
7,770
-72
91
$281K 0.2%
3,369
92
$280K 0.2%
6,978
93
$261K 0.18%
1,592
94
$257K 0.18%
1,394
95
$253K 0.18%
5,189
96
$253K 0.18%
697
97
$249K 0.17%
2,245
98
$247K 0.17%
3,900
99
$236K 0.17%
6,009
100
$227K 0.16%
1,589
2 3
4
5 6