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
$89.7M
AUM Growth
-$797K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$41.4K
2
+$26K
3
+$5.76K

Top Sells

1
+$4.5M
2
+$375K
3
+$103K
4
DE icon
Deere & Co
DE
+$69.6K
5
AAPL icon
Apple
AAPL
+$56.4K

Sector Composition

1 Technology 18.24%
2 Healthcare 11.51%
3 Financials 9.48%
4 Communication Services 6.53%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$32K 0.04%
307
177
$32K 0.04%
460
178
$32K 0.04%
297
179
$32K 0.04%
80
180
$31K 0.03%
334
181
$30K 0.03%
656
182
$30K 0.03%
327
183
$30K 0.03%
228
184
$29K 0.03%
104
185
$28K 0.03%
45
186
$26K 0.03%
106
187
$26K 0.03%
+1,852
188
$25K 0.03%
248
189
$25K 0.03%
413
190
$25K 0.03%
1,025
191
$24K 0.03%
169
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$24K 0.03%
117
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$24K 0.03%
374
194
$22K 0.02%
1,301
195
$22K 0.02%
186
196
$21K 0.02%
585
197
$20K 0.02%
131
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$19K 0.02%
210
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$19K 0.02%
232
200
$18K 0.02%
131
5 6 7
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