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
$87M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$7K

Top Sells

1
+$3.86M
2
+$2.79M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
REET icon
iShares Global REIT ETF
REET
+$1.29M

Sector Composition

1 Technology 17.48%
2 Healthcare 10.73%
3 Financials 7.22%
4 Consumer Discretionary 5.74%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$196K 0.23%
443
-589
77
$192K 0.22%
2,235
78
$192K 0.22%
2,606
79
$185K 0.21%
7,024
80
$174K 0.2%
533
-699
81
$173K 0.2%
597
-958
82
$166K 0.19%
1,760
-1,268
83
$163K 0.19%
1,087
-39
84
$162K 0.19%
3,896
85
$161K 0.19%
3,425
-213
86
$157K 0.18%
1,101
-1,589
87
$155K 0.18%
10,612
88
$154K 0.18%
1,700
89
$152K 0.17%
4,632
90
$152K 0.17%
770
91
$139K 0.16%
3,010
-3,294
92
$138K 0.16%
2,961
-6,009
93
$131K 0.15%
1,093
94
$129K 0.15%
2,142
95
$129K 0.15%
868
-200
96
$129K 0.15%
386
97
$129K 0.15%
417
98
$128K 0.15%
2,158
-3,722
99
$121K 0.14%
1,130
100
$120K 0.14%
519
-853
2 3
4
5 6