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
176
$31K 0.04%
461
177
$31K 0.04%
1,125
178
$31K 0.04%
421
179
$31K 0.04%
129
180
$30K 0.03%
109
181
$30K 0.03%
671
182
$29K 0.03%
616
183
$29K 0.03%
559
184
$28K 0.03%
245
185
$28K 0.03%
557
186
$27K 0.03%
106
187
$27K 0.03%
80
188
$26K 0.03%
460
189
$25K 0.03%
117
190
$25K 0.03%
586
191
$23K 0.03%
112
192
$23K 0.03%
45
193
$22K 0.03%
248
194
$22K 0.03%
1,025
195
$21K 0.02%
297
196
$21K 0.02%
327
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197
$21K 0.02%
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198
$19K 0.02%
620
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199
$19K 0.02%
197
200
$19K 0.02%
131
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