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
$90.4M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$234K
2
+$130K
3
+$129K
4
DLR icon
Digital Realty Trust
DLR
+$117K
5
SWKS icon
Skyworks Solutions
SWKS
+$112K

Top Sells

1
+$2.58M
2
+$606K
3
+$299K
4
CTSH icon
Cognizant
CTSH
+$279K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$276K

Sector Composition

1 Technology 17.36%
2 Healthcare 11.16%
3 Financials 8.37%
4 Materials 6.08%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.02%
232
202
$15K 0.02%
400
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$15K 0.02%
164
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$15K 0.02%
393
205
$14K 0.02%
384
206
$14K 0.02%
584
207
$13K 0.01%
195
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$13K 0.01%
947
-3,016
209
$12K 0.01%
194
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$8K 0.01%
403
211
$7K 0.01%
425
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$7K 0.01%
129
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$6K 0.01%
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$6K 0.01%
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$6K 0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
8
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$3K ﹤0.01%
78
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$2K ﹤0.01%
44
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$1K ﹤0.01%
40
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$1K ﹤0.01%
+23
222
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225
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6 7 8
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