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
$144M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$356K
3
+$351K
4
AVB icon
AvalonBay Communities
AVB
+$305K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$376K
2
+$352K
3
+$293K
4
STZ icon
Constellation Brands
STZ
+$271K
5
INTC icon
Intel
INTC
+$266K

Sector Composition

1 Technology 11.25%
2 Healthcare 9.3%
3 Financials 7.49%
4 Materials 7.46%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$231K 0.16%
1,585
-7
102
$215K 0.15%
4,506
103
$205K 0.14%
3,017
104
$204K 0.14%
1,589
105
$198K 0.14%
2,235
106
$193K 0.13%
2,795
107
$192K 0.13%
6,918
-1,613
108
$185K 0.13%
1,124
109
$181K 0.13%
1,196
110
$176K 0.12%
1,165
111
$166K 0.12%
2,690
112
$163K 0.11%
1,817
113
$159K 0.11%
10,612
114
$151K 0.11%
3,705
115
$146K 0.1%
805
116
$141K 0.1%
7,024
117
$138K 0.1%
1,130
118
$138K 0.1%
1,550
-21
119
$135K 0.09%
1,093
120
$134K 0.09%
417
121
$132K 0.09%
1,111
122
$129K 0.09%
2,142
123
$128K 0.09%
2,175
124
$127K 0.09%
906
125
$126K 0.09%
4,515
3 4
5
6 7