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
$90.4M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$130K
3
+$129K
4
DLR icon
Digital Realty Trust
DLR
+$117K
5
SWKS icon
Skyworks Solutions
SWKS
+$112K

Top Sells

1
+$2.58M
2
+$606K
3
+$299K
4
CTSH icon
Cognizant
CTSH
+$279K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$276K

Sector Composition

1 Technology 17.36%
2 Healthcare 11.16%
3 Financials 8.37%
4 Materials 6.08%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.23%
443
77
$202K 0.22%
533
78
$197K 0.22%
1,413
+838
79
$190K 0.21%
3,425
80
$186K 0.21%
2,158
81
$173K 0.19%
597
82
$170K 0.19%
4,390
+965
83
$166K 0.18%
1,700
84
$165K 0.18%
1,089
85
$163K 0.18%
417
86
$161K 0.18%
10,612
87
$160K 0.18%
770
88
$158K 0.17%
3,010
89
$156K 0.17%
2,333
-1,281
90
$147K 0.16%
1,130
91
$147K 0.16%
1,503
+1,331
92
$144K 0.16%
1,093
93
$144K 0.16%
386
94
$142K 0.16%
2,961
95
$140K 0.15%
768
-100
96
$140K 0.15%
650
97
$135K 0.15%
551
98
$133K 0.15%
3,688
+2,627
99
$131K 0.14%
229
100
$129K 0.14%
+1,904
2 3
4
5 6