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
$130M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1 +$786K
2 +$224K
3 +$219K
4
CTVA icon
Corteva
CTVA
+$218K
5
CE icon
Celanese
CE
+$218K

Top Sells

1 +$799K
2 +$563K
3 +$469K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K
5
GUT
Gabelli Utility Trust
GUT
+$276K

Sector Composition

1 Technology 21.5%
2 Healthcare 12.73%
3 Financials 10.8%
4 Communication Services 7.43%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$119K 0.09%
+701
152
$118K 0.09%
+1,848
153
$118K 0.09%
+691
154
$117K 0.09%
+10,612
155
$117K 0.09%
+2,993
156
$115K 0.09%
+624
157
$114K 0.09%
+745
158
$113K 0.09%
+725
159
$112K 0.09%
+324
160
$110K 0.08%
+517
161
$110K 0.08%
+1,728
162
$108K 0.08%
+160
163
$107K 0.08%
+1,879
164
$106K 0.08%
+1,090
165
$102K 0.08%
+2,764
166
$102K 0.08%
+1,673
167
$102K 0.08%
+1,049
168
$100K 0.08%
+1,168
169
$99.7K 0.08%
+368
170
$99.4K 0.08%
+1,522
171
$99.3K 0.08%
+887
172
$99.1K 0.08%
+1,710
173
$98.9K 0.08%
+948
174
$95.9K 0.07%
+264
175
$94.1K 0.07%
+563