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
151
$46K 0.05%
776
-900
152
$46K 0.05%
1,284
153
$44K 0.05%
355
154
$44K 0.05%
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155
$44K 0.05%
344
156
$42K 0.05%
200
157
$42K 0.05%
1,173
158
$42K 0.05%
1,675
159
$41K 0.05%
490
160
$40K 0.05%
370
161
$40K 0.05%
200
162
$39K 0.04%
414
163
$38K 0.04%
453
164
$34K 0.04%
564
165
$34K 0.04%
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166
$33K 0.04%
599
167
$33K 0.04%
356
168
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200
169
$33K 0.04%
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170
$32K 0.04%
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$32K 0.04%
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$31K 0.04%
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174
$31K 0.04%
550
175
$31K 0.04%
654
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