RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
920
New
Increased
Reduced
Closed

Top Buys

1
+$40.2K
2
+$31.4K
3
+$31.4K
4
KURA icon
Kura Oncology
KURA
+$31K
5
CNC icon
Centene
CNC
+$29.9K

Top Sells

1
+$749K
2
+$722K
3
+$241K
4
BND icon
Vanguard Total Bond Market
BND
+$145K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$124K

Sector Composition

1 Technology 22.44%
2 Financials 10.29%
3 Healthcare 9.61%
4 Communication Services 6.65%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.22%
2,109
77
$238K 0.22%
1,122
+6
78
$235K 0.21%
837
-2
79
$233K 0.21%
1,400
80
$232K 0.21%
4,068
-54
81
$228K 0.21%
1,183
+7
82
$220K 0.2%
421
83
$220K 0.2%
3,883
+511
84
$218K 0.2%
3,421
85
$214K 0.19%
512
+1
86
$212K 0.19%
1,646
87
$212K 0.19%
174
88
$209K 0.19%
392
89
$208K 0.19%
468
90
$208K 0.19%
449
91
$203K 0.19%
613
92
$201K 0.18%
320
+2
93
$201K 0.18%
909
94
$200K 0.18%
5,013
-1,438
95
$199K 0.18%
167
96
$191K 0.17%
2,582
97
$190K 0.17%
820
-1
98
$190K 0.17%
1,504
99
$187K 0.17%
2,610
-18
100
$183K 0.17%
889
2 3
4
5 6