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
151
$51K 0.05%
360
152
$49K 0.05%
200
153
$48K 0.05%
886
154
$48K 0.05%
292
155
$47K 0.05%
58
156
$47K 0.05%
431
157
$45K 0.05%
335
158
$44K 0.05%
200
159
$43K 0.05%
1,125
160
$40K 0.04%
461
161
$40K 0.04%
453
162
$40K 0.04%
+820
163
$39K 0.04%
616
164
$39K 0.04%
559
165
$39K 0.04%
197
166
$39K 0.04%
109
167
$38K 0.04%
564
168
$36K 0.04%
460
169
$36K 0.04%
931
170
$35K 0.04%
403
171
$35K 0.04%
245
172
$35K 0.04%
500
173
$35K 0.04%
356
174
$35K 0.04%
421
175
$34K 0.04%
2,993
5 6
7
8 9