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
$89.7M
AUM Growth
-$797K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$41.4K
2
+$26K
3
+$5.76K

Top Sells

1
+$4.5M
2
+$375K
3
+$103K
4
DE icon
Deere & Co
DE
+$69.6K
5
AAPL icon
Apple
AAPL
+$56.4K

Sector Composition

1 Technology 18.24%
2 Healthcare 11.51%
3 Financials 9.48%
4 Communication Services 6.53%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.23%
4,390
77
$204K 0.23%
533
78
$204K 0.23%
1,700
79
$202K 0.23%
443
80
$199K 0.22%
1,413
81
$191K 0.21%
7,024
82
$181K 0.2%
1,093
83
$178K 0.2%
768
84
$178K 0.2%
597
85
$177K 0.2%
1,503
86
$172K 0.19%
417
87
$170K 0.19%
770
88
$169K 0.19%
1,130
89
$163K 0.18%
3,010
90
$160K 0.18%
3,688
91
$158K 0.18%
10,612
92
$155K 0.17%
2,333
93
$150K 0.17%
1,089
94
$140K 0.16%
3,630
95
$136K 0.15%
1,196
96
$134K 0.15%
733
97
$134K 0.15%
551
98
$134K 0.15%
2,961
99
$133K 0.15%
386
100
$132K 0.15%
701
2 3
4
5 6