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
$130M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$224K
3
+$219K
4
CTVA icon
Corteva
CTVA
+$218K
5
CE icon
Celanese
CE
+$218K

Top Sells

1
+$799K
2
+$563K
3
+$469K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K
5
GUT
Gabelli Utility Trust
GUT
+$276K

Sector Composition

1 Technology 21.5%
2 Healthcare 12.73%
3 Financials 10.8%
4 Communication Services 7.43%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$93.7K 0.07%
+2,539
177
$92.6K 0.07%
+1,197
178
$90.8K 0.07%
+344
179
$87.2K 0.07%
+4,651
180
$86.9K 0.07%
+650
181
$86.3K 0.07%
+2,329
182
$85.4K 0.07%
+2,512
183
$83.5K 0.06%
+471
184
$82.9K 0.06%
+1,127
185
$81.1K 0.06%
+194
186
$80.8K 0.06%
+139
187
$80.4K 0.06%
+584
188
$80.3K 0.06%
+792
189
$79.5K 0.06%
+327
190
$79.1K 0.06%
+290
191
$78.4K 0.06%
+266
192
$78.2K 0.06%
31,548
193
$78.1K 0.06%
+860
194
$76.6K 0.06%
+943
195
$74.6K 0.06%
+414
196
$74.5K 0.06%
+133
197
$74.1K 0.06%
+306
198
$73.4K 0.06%
+801
199
$72K 0.06%
+786
200
$71.2K 0.05%
+74
6 7
8
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