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
$110M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
920
New
Increased
Reduced
Closed

Top Buys

1
+$45.3K
2
+$30.3K
3
+$29.2K
4
CNC icon
Centene
CNC
+$29.1K
5
APA icon
APA Corp
APA
+$29K

Top Sells

1
+$717K
2
+$713K
3
+$240K
4
BND icon
Vanguard Total Bond Market
BND
+$145K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$124K

Sector Composition

1 Technology 22.44%
2 Financials 10.29%
3 Healthcare 9.61%
4 Communication Services 6.65%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$106K 0.1%
598
+256
152
$106K 0.1%
894
153
$105K 0.1%
801
154
$103K 0.09%
255
+1
155
$102K 0.09%
1,728
156
$100K 0.09%
958
157
$99.5K 0.09%
900
158
$99.3K 0.09%
592
159
$98.3K 0.09%
1,439
-2
160
$97.5K 0.09%
2,560
161
$96.5K 0.09%
799
-15
162
$95.4K 0.09%
1,750
163
$93.8K 0.09%
269
164
$92.4K 0.08%
495
-71
165
$92K 0.08%
629
166
$91.7K 0.08%
563
+4
167
$90.6K 0.08%
2,539
168
$89.8K 0.08%
3,276
169
$89.6K 0.08%
309
170
$89K 0.08%
1,265
171
$88.7K 0.08%
737
+5
172
$88.1K 0.08%
319
-5
173
$84.7K 0.08%
691
-5
174
$82.7K 0.08%
224
175
$82K 0.07%
1,201
+12
5 6
7
8 9