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
$142M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$222K
3
+$221K
4
CTVA icon
Corteva
CTVA
+$134K
5
ALC icon
Alcon
ALC
+$70K

Top Sells

1
+$296K
2
+$288K
3
+$177K
4
DD icon
DuPont de Nemours
DD
+$167K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$86.3K

Sector Composition

1 Technology 10.82%
2 Healthcare 9.88%
3 Financials 7.45%
4 Materials 7.41%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$225K 0.16%
8,531
-961
102
$222K 0.16%
+4,506
103
$220K 0.15%
805
104
$196K 0.14%
2,795
105
$187K 0.13%
2,235
106
$186K 0.13%
1,196
107
$184K 0.13%
1,817
108
$184K 0.13%
1,124
109
$175K 0.12%
1,165
110
$164K 0.12%
2,690
-40
111
$159K 0.11%
3,705
112
$154K 0.11%
10,612
113
$150K 0.11%
1,962
-124
114
$142K 0.1%
2,175
-64
115
$137K 0.1%
1,571
-97
116
$134K 0.09%
+4,515
117
$131K 0.09%
7,024
118
$130K 0.09%
1,111
-27
119
$130K 0.09%
770
120
$130K 0.09%
2,142
121
$126K 0.09%
1,475
122
$124K 0.09%
1,830
123
$124K 0.09%
906
-29
124
$122K 0.09%
1,130
125
$121K 0.09%
1,093
3 4
5
6 7