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
$142M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$222K
3
+$221K
4
CTVA icon
Corteva
CTVA
+$134K
5
ALC icon
Alcon
ALC
+$70K

Top Sells

1
+$296K
2
+$288K
3
+$177K
4
DD icon
DuPont de Nemours
DD
+$167K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$86.3K

Sector Composition

1 Technology 10.82%
2 Healthcare 9.88%
3 Financials 7.45%
4 Materials 7.41%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38K 0.03%
1,428
177
$38K 0.03%
227
178
$37K 0.03%
370
179
$36K 0.03%
431
180
$36K 0.03%
228
-25
181
$35K 0.02%
990
182
$35K 0.02%
1,061
183
$34K 0.02%
+599
184
$34K 0.02%
473
185
$34K 0.02%
200
186
$34K 0.02%
414
187
$33K 0.02%
654
-94
188
$33K 0.02%
588
189
$33K 0.02%
373
190
$32K 0.02%
335
191
$31K 0.02%
616
192
$31K 0.02%
552
-110
193
$31K 0.02%
45
194
$30K 0.02%
245
195
$29K 0.02%
550
196
$29K 0.02%
460
197
$29K 0.02%
58
198
$29K 0.02%
228
199
$29K 0.02%
129
-15
200
$28K 0.02%
627
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