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
$142M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
449
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$222K
3
+$221K
4
CTVA icon
Corteva
CTVA
+$134K
5
ALC icon
Alcon
ALC
+$70K

Top Sells

1
+$296K
2
+$288K
3
+$177K
4
DD icon
DuPont de Nemours
DD
+$167K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$86.3K

Sector Composition

1 Technology 10.82%
2 Healthcare 9.88%
3 Financials 7.45%
4 Materials 7.41%
5 Industrials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$28K 0.02%
453
-68
202
$27K 0.02%
461
203
$26K 0.02%
382
204
$25K 0.02%
210
205
$25K 0.02%
586
206
$25K 0.02%
638
207
$25K 0.02%
557
208
$24K 0.02%
653
209
$24K 0.02%
1,301
210
$24K 0.02%
374
211
$23K 0.02%
926
212
$23K 0.02%
1,173
213
$23K 0.02%
387
-129
214
$23K 0.02%
297
215
$23K 0.02%
344
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$23K 0.02%
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217
$22K 0.02%
559
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$22K 0.02%
2,105
219
$22K 0.02%
232
220
$21K 0.01%
169
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221
$21K 0.01%
125
222
$20K 0.01%
248
223
$20K 0.01%
931
-472
224
$20K 0.01%
927
225
$20K 0.01%
109
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