RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.6M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$327K
2
+$79K
3
+$40K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$30K
5
UNM icon
Unum
UNM
+$23K

Top Sells

1
+$131K
2
+$101K
3
+$42.3K
4
IAC icon
IAC Inc
IAC
+$39.1K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$37K

Sector Composition

1 Technology 18.49%
2 Healthcare 11.36%
3 Financials 9.56%
4 Communication Services 6.97%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$34K 0.04%
297
177
$34K 0.04%
112
178
$34K 0.04%
327
179
$34K 0.04%
80
180
$32K 0.03%
656
181
$32K 0.03%
550
182
$32K 0.03%
307
183
$31K 0.03%
586
184
$31K 0.03%
228
185
$30K 0.03%
104
186
$30K 0.03%
+1,200
187
$30K 0.03%
45
188
$28K 0.03%
169
189
$28K 0.03%
413
190
$27K 0.03%
248
191
$26K 0.03%
106
192
$26K 0.03%
1,852
193
$25K 0.03%
117
194
$25K 0.03%
374
195
$24K 0.03%
1,025
196
$23K 0.02%
186
197
$23K 0.02%
+800
198
$22K 0.02%
1,301
199
$22K 0.02%
131
200
$21K 0.02%
334
6 7
8
9 10