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
$113M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$717K
3
+$555K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K

Top Sells

1
+$583K
2
+$215K
3
+$121K
4
TMO icon
Thermo Fisher Scientific
TMO
+$60.7K
5
KO icon
Coca-Cola
KO
+$57.8K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.83%
3 Financials 9.71%
4 Consumer Discretionary 6.83%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$251K 0.22%
4,329
-244
77
$249K 0.22%
3,324
78
$247K 0.22%
1,165
79
$247K 0.22%
2,541
80
$246K 0.22%
2,034
81
$243K 0.22%
906
+381
82
$236K 0.21%
1,170
83
$235K 0.21%
4,416
84
$235K 0.21%
3,395
+2,592
85
$227K 0.2%
+2,191
86
$222K 0.2%
2,002
+158
87
$221K 0.2%
4,470
88
$220K 0.2%
831
89
$212K 0.19%
1,508
90
$211K 0.19%
1,110
-15
91
$202K 0.18%
6,125
92
$198K 0.18%
612
93
$195K 0.17%
524
94
$194K 0.17%
+174
95
$193K 0.17%
3,773
96
$191K 0.17%
3,701
97
$187K 0.17%
1,886
98
$186K 0.17%
+167
99
$185K 0.16%
453
100
$183K 0.16%
12,195
-962
2 3
4
5 6