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
126
$118K 0.08%
1,143
127
$115K 0.08%
2,434
-650
128
$114K 0.08%
417
-17
129
$110K 0.08%
2,826
-134
130
$110K 0.08%
1,402
-196
131
$104K 0.07%
650
132
$99K 0.07%
825
133
$98K 0.07%
871
134
$98K 0.07%
791
135
$96K 0.07%
2,060
-8
136
$94K 0.07%
4,525
-606
137
$88K 0.06%
668
138
$85K 0.06%
1,701
139
$74K 0.05%
229
140
$74K 0.05%
386
141
$72K 0.05%
473
142
$71K 0.05%
1,390
143
$70K 0.05%
+1,135
144
$70K 0.05%
1,284
-53
145
$67K 0.05%
618
146
$67K 0.05%
233
147
$64K 0.05%
262
148
$63K 0.04%
832
-29
149
$61K 0.04%
440
150
$60K 0.04%
1,314
4 5
6
7 8