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
126
$78K 0.09%
195
127
$77K 0.09%
265
128
$72K 0.08%
233
129
$70K 0.08%
316
130
$70K 0.08%
1,284
131
$69K 0.08%
1,078
132
$69K 0.08%
340
133
$68K 0.08%
533
-63
134
$66K 0.07%
355
135
$66K 0.07%
267
136
$65K 0.07%
577
137
$65K 0.07%
200
138
$64K 0.07%
620
139
$64K 0.07%
129
140
$63K 0.07%
344
141
$60K 0.07%
1,875
142
$59K 0.07%
803
143
$59K 0.07%
414
144
$57K 0.06%
732
145
$54K 0.06%
776
146
$52K 0.06%
200
147
$51K 0.06%
370
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$51K 0.06%
360
149
$49K 0.05%
400
150
$48K 0.05%
431
4 5
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