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
$144M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$356K
3
+$351K
4
AVB icon
AvalonBay Communities
AVB
+$305K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$376K
2
+$352K
3
+$293K
4
STZ icon
Constellation Brands
STZ
+$271K
5
INTC icon
Intel
INTC
+$266K

Sector Composition

1 Technology 11.25%
2 Healthcare 9.3%
3 Financials 7.49%
4 Materials 7.46%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.24%
1,898
77
$346K 0.24%
6,255
78
$341K 0.24%
1,282
79
$341K 0.24%
6,382
-4
80
$322K 0.22%
10,791
81
$315K 0.22%
1,515
82
$309K 0.22%
3,596
83
$307K 0.21%
7,770
84
$305K 0.21%
+1,416
85
$296K 0.21%
2,500
86
$296K 0.21%
+829
87
$291K 0.2%
6,946
-32
88
$290K 0.2%
3,190
-22
89
$290K 0.2%
3,229
90
$282K 0.2%
2,292
91
$281K 0.2%
4,939
92
$280K 0.2%
3,369
93
$275K 0.19%
1,325
-1,305
94
$272K 0.19%
698
+1
95
$270K 0.19%
1,394
96
$257K 0.18%
+1,026
97
$251K 0.17%
2,245
98
$247K 0.17%
5,916
-93
99
$243K 0.17%
5,189
100
$235K 0.16%
3,900
2 3
4
5 6