RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.6M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$79K
3
+$40K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$30K
5
UNM icon
Unum
UNM
+$23K

Top Sells

1
+$131K
2
+$101K
3
+$42.3K
4
IAC icon
IAC Inc
IAC
+$39.1K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$37K

Sector Composition

1 Technology 18.49%
2 Healthcare 11.36%
3 Financials 9.56%
4 Communication Services 6.97%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.24%
7,024
77
$223K 0.24%
443
78
$221K 0.23%
3,949
79
$217K 0.23%
3,425
80
$216K 0.23%
597
81
$216K 0.23%
1,700
82
$213K 0.23%
1,413
83
$195K 0.21%
4,390
84
$191K 0.2%
1,093
85
$177K 0.19%
386
86
$176K 0.19%
1,089
87
$175K 0.19%
417
88
$172K 0.18%
3,010
89
$172K 0.18%
1,503
90
$171K 0.18%
1,130
91
$169K 0.18%
770
92
$168K 0.18%
10,612
93
$167K 0.18%
768
94
$154K 0.16%
2,333
95
$151K 0.16%
3,688
96
$150K 0.16%
3,630
97
$144K 0.15%
1,979
98
$143K 0.15%
551
99
$141K 0.15%
733
100
$139K 0.15%
1,196
2 3
4
5 6