RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.6M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$79K
3
+$40K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$30K
5
UNM icon
Unum
UNM
+$23K

Top Sells

1
+$131K
2
+$101K
3
+$42.3K
4
IAC icon
IAC Inc
IAC
+$39.1K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$37K

Sector Composition

1 Technology 18.49%
2 Healthcare 11.36%
3 Financials 9.56%
4 Communication Services 6.97%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$139K 0.15%
2,961
102
$135K 0.14%
701
103
$131K 0.14%
1,006
104
$127K 0.13%
763
105
$126K 0.13%
1,830
106
$126K 0.13%
825
107
$125K 0.13%
2,142
108
$122K 0.13%
650
109
$116K 0.12%
420
110
$115K 0.12%
244
111
$108K 0.11%
2,050
112
$108K 0.11%
1,131
113
$106K 0.11%
2,470
114
$106K 0.11%
229
115
$104K 0.11%
903
116
$103K 0.11%
722
117
$101K 0.11%
1,237
-28
118
$99K 0.1%
1,630
-66
119
$98K 0.1%
265
120
$89K 0.09%
1,176
121
$88K 0.09%
2,259
122
$86K 0.09%
287
123
$84K 0.09%
195
124
$82K 0.09%
995
125
$79K 0.08%
1,173
3 4
5
6 7