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
$87M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$120K
2
+$7K

Top Sells

1
+$3.86M
2
+$2.79M
3
+$1.8M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
REET icon
iShares Global REIT ETF
REET
+$1.29M

Sector Composition

1 Technology 17.48%
2 Healthcare 10.73%
3 Financials 7.22%
4 Consumer Discretionary 5.74%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19K 0.02%
186
202
$19K 0.02%
310
-1,398
203
$19K 0.02%
374
204
$17K 0.02%
169
205
$17K 0.02%
172
206
$17K 0.02%
413
207
$17K 0.02%
346
-200
208
$17K 0.02%
585
209
$16K 0.02%
131
-1,357
210
$15K 0.02%
164
211
$14K 0.02%
400
+200
212
$14K 0.02%
561
213
$14K 0.02%
1,301
214
$14K 0.02%
125
215
$13K 0.01%
258
216
$13K 0.01%
584
217
$12K 0.01%
210
218
$12K 0.01%
232
219
$12K 0.01%
500
220
$11K 0.01%
393
221
$11K 0.01%
194
222
$9K 0.01%
195
223
$9K 0.01%
384
224
$9K 0.01%
248
225
$9K 0.01%
376
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9
10 11