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
126
$79K 0.08%
+2,598
127
$78K 0.08%
233
128
$78K 0.08%
616
-309
129
$76K 0.08%
200
130
$75K 0.08%
416
131
$75K 0.08%
533
132
$74K 0.08%
1,390
133
$73K 0.08%
340
134
$73K 0.08%
267
135
$72K 0.08%
1,078
136
$72K 0.08%
316
137
$72K 0.08%
129
138
$68K 0.07%
1,284
139
$68K 0.07%
620
140
$67K 0.07%
344
141
$64K 0.07%
577
142
$64K 0.07%
803
143
$62K 0.07%
355
144
$62K 0.07%
732
145
$60K 0.06%
1,875
146
$60K 0.06%
776
147
$56K 0.06%
370
148
$56K 0.06%
400
149
$55K 0.06%
414
150
$53K 0.06%
581