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
$110M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
920
New
Increased
Reduced
Closed

Top Buys

1
+$45.3K
2
+$30.3K
3
+$29.2K
4
CNC icon
Centene
CNC
+$29.1K
5
APA icon
APA Corp
APA
+$29K

Top Sells

1
+$717K
2
+$713K
3
+$240K
4
BND icon
Vanguard Total Bond Market
BND
+$145K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$124K

Sector Composition

1 Technology 22.44%
2 Financials 10.29%
3 Healthcare 9.61%
4 Communication Services 6.65%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$81.5K 0.07%
258
177
$80.3K 0.07%
244
178
$78.7K 0.07%
1,090
-20
179
$78.7K 0.07%
133
+1
180
$78.3K 0.07%
568
181
$77.5K 0.07%
2,403
+38
182
$75.9K 0.07%
294
-2
183
$75.8K 0.07%
343
-3
184
$75.2K 0.07%
978
185
$74.7K 0.07%
875
186
$73.8K 0.07%
116
187
$73K 0.07%
955
188
$72.8K 0.07%
650
-6
189
$71.8K 0.07%
548
+3
190
$71.1K 0.06%
1,127
-8
191
$68.2K 0.06%
247
192
$68.2K 0.06%
413
193
$67.7K 0.06%
734
194
$67.3K 0.06%
520
195
$65.9K 0.06%
52
196
$65.3K 0.06%
379
197
$64.3K 0.06%
61
198
$63.9K 0.06%
492
199
$63.4K 0.06%
30
200
$62.2K 0.06%
2,161
6 7
8
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