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
$90.4M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$130K
3
+$129K
4
DLR icon
Digital Realty Trust
DLR
+$117K
5
SWKS icon
Skyworks Solutions
SWKS
+$112K

Top Sells

1
+$2.58M
2
+$606K
3
+$299K
4
CTSH icon
Cognizant
CTSH
+$279K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$276K

Sector Composition

1 Technology 17.36%
2 Healthcare 11.16%
3 Financials 8.37%
4 Materials 6.08%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$72K 0.08%
995
127
$68K 0.08%
1,173
128
$67K 0.07%
1,078
129
$66K 0.07%
265
130
$65K 0.07%
1,390
131
$65K 0.07%
267
132
$64K 0.07%
355
133
$64K 0.07%
340
134
$62K 0.07%
316
-771
135
$60K 0.07%
577
136
$59K 0.07%
620
137
$57K 0.06%
1,875
138
$57K 0.06%
344
139
$55K 0.06%
803
140
$53K 0.06%
200
141
$52K 0.06%
732
-620
142
$51K 0.06%
360
143
$51K 0.06%
414
144
$51K 0.06%
1,284
145
$50K 0.06%
431
146
$50K 0.06%
776
147
$50K 0.06%
129
148
$47K 0.05%
370
149
$47K 0.05%
292
150
$47K 0.05%
400
4 5
6
7 8