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
$144M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$485K
2
+$356K
3
+$351K
4
AVB icon
AvalonBay Communities
AVB
+$305K
5
ROP icon
Roper Technologies
ROP
+$296K

Top Sells

1
+$376K
2
+$352K
3
+$293K
4
STZ icon
Constellation Brands
STZ
+$271K
5
INTC icon
Intel
INTC
+$266K

Sector Composition

1 Technology 11.25%
2 Healthcare 9.3%
3 Financials 7.49%
4 Materials 7.46%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$30K 0.02%
1,061
202
$30K 0.02%
414
203
$29K 0.02%
599
204
$29K 0.02%
245
205
$29K 0.02%
+700
206
$28K 0.02%
461
207
$27K 0.02%
+197
208
$27K 0.02%
586
209
$27K 0.02%
129
210
$26K 0.02%
387
211
$26K 0.02%
210
212
$26K 0.02%
344
213
$25K 0.02%
373
214
$24K 0.02%
931
215
$24K 0.02%
232
216
$24K 0.02%
80
217
$24K 0.02%
1,025
218
$24K 0.02%
557
219
$23K 0.02%
297
220
$23K 0.02%
638
221
$22K 0.02%
1,173
222
$22K 0.02%
559
223
$22K 0.02%
1,301
224
$22K 0.02%
374
225
$21K 0.01%
653
7 8
9
10 11