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
$87M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$7K

Top Sells

1
+$3.86M
2
+$2.79M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
REET icon
iShares Global REIT ETF
REET
+$1.29M

Sector Composition

1 Technology 17.48%
2 Healthcare 10.73%
3 Financials 7.22%
4 Consumer Discretionary 5.74%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$120K 0.14%
+1,089
102
$116K 0.13%
1,830
103
$115K 0.13%
650
104
$115K 0.13%
551
-851
105
$110K 0.13%
229
106
$102K 0.12%
763
-239
107
$102K 0.12%
1,445
108
$100K 0.11%
853
-6
109
$100K 0.11%
906
110
$99K 0.11%
3,425
-213
111
$98K 0.11%
1,196
112
$96K 0.11%
2,050
113
$96K 0.11%
244
-463
114
$94K 0.11%
2,470
115
$94K 0.11%
799
116
$93K 0.11%
825
117
$92K 0.11%
1,131
118
$90K 0.1%
420
119
$87K 0.1%
3,630
-6,863
120
$87K 0.1%
416
121
$84K 0.1%
575
122
$83K 0.1%
554
-804
123
$78K 0.09%
233
124
$78K 0.09%
1,352
-2,797
125
$73K 0.08%
1,029
3 4
5
6 7