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
$89.7M
AUM Growth
-$797K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$41.4K
2
+$26K
3
+$5.76K

Top Sells

1
+$4.5M
2
+$375K
3
+$103K
4
DE icon
Deere & Co
DE
+$69.6K
5
AAPL icon
Apple
AAPL
+$56.4K

Sector Composition

1 Technology 18.24%
2 Healthcare 11.51%
3 Financials 9.48%
4 Communication Services 6.53%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$131K 0.15%
650
102
$129K 0.14%
1,979
103
$125K 0.14%
2,050
104
$123K 0.14%
763
105
$122K 0.14%
825
106
$120K 0.13%
1,904
107
$118K 0.13%
1,830
108
$116K 0.13%
1,006
109
$114K 0.13%
229
110
$109K 0.12%
925
111
$105K 0.12%
1,131
112
$104K 0.12%
903
+50
113
$104K 0.12%
420
114
$101K 0.11%
1,265
-85
115
$98K 0.11%
244
116
$96K 0.11%
722
117
$95K 0.11%
2,470
118
$90K 0.1%
1,696
+781
119
$86K 0.1%
1,173
120
$85K 0.09%
1,390
121
$84K 0.09%
1,176
122
$84K 0.09%
995
123
$83K 0.09%
2,259
124
$82K 0.09%
287
125
$80K 0.09%
416
3 4
5
6 7