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
126
$73K 0.08%
626
127
$72K 0.08%
999
-2,561
128
$72K 0.08%
287
-200
129
$72K 0.08%
1,176
130
$72K 0.08%
1,979
-3,830
131
$66K 0.08%
195
132
$62K 0.07%
267
133
$60K 0.07%
265
134
$60K 0.07%
925
-1,901
135
$59K 0.07%
995
136
$58K 0.07%
340
137
$57K 0.07%
1,078
138
$56K 0.06%
577
139
$55K 0.06%
1,265
140
$54K 0.06%
2,139
141
$53K 0.06%
360
142
$52K 0.06%
1,390
143
$52K 0.06%
620
144
$51K 0.06%
227
-752
145
$49K 0.06%
1,875
146
$49K 0.06%
3,963
147
$47K 0.05%
292
148
$46K 0.05%
431
149
$46K 0.05%
803
150
$46K 0.05%
400
4 5
6
7 8