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
$90.4M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$130K
3
+$129K
4
DLR icon
Digital Realty Trust
DLR
+$117K
5
SWKS icon
Skyworks Solutions
SWKS
+$112K

Top Sells

1
+$2.58M
2
+$606K
3
+$299K
4
CTSH icon
Cognizant
CTSH
+$279K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$276K

Sector Composition

1 Technology 17.36%
2 Healthcare 11.16%
3 Financials 8.37%
4 Materials 6.08%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$30K 0.03%
+334
177
$30K 0.03%
931
178
$30K 0.03%
80
179
$29K 0.03%
197
180
$28K 0.03%
104
181
$28K 0.03%
656
-3,240
182
$28K 0.03%
559
183
$27K 0.03%
297
184
$27K 0.03%
228
185
$27K 0.03%
45
186
$26K 0.03%
307
-692
187
$26K 0.03%
327
188
$25K 0.03%
117
189
$25K 0.03%
248
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$24K 0.03%
106
191
$22K 0.02%
186
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$22K 0.02%
374
193
$22K 0.02%
1,025
194
$20K 0.02%
169
195
$20K 0.02%
585
196
$19K 0.02%
1,301
197
$19K 0.02%
413
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$19K 0.02%
131
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$18K 0.02%
131
200
$16K 0.02%
210
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8
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