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
$89.7M
AUM Growth
-$797K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$41.4K
2
+$26K
3
+$5.76K

Top Sells

1
+$4.5M
2
+$375K
3
+$103K
4
DE icon
Deere & Co
DE
+$69.6K
5
AAPL icon
Apple
AAPL
+$56.4K

Sector Composition

1 Technology 18.24%
2 Healthcare 11.51%
3 Financials 9.48%
4 Communication Services 6.53%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.02%
393
202
$17K 0.02%
384
203
$16K 0.02%
164
204
$15K 0.02%
195
205
$15K 0.02%
400
206
$15K 0.02%
584
207
$12K 0.01%
194
208
$11K 0.01%
653
-294
209
$9K 0.01%
425
210
$8K 0.01%
129
211
$7K 0.01%
73
212
$7K 0.01%
403
213
$6K 0.01%
72
214
$6K 0.01%
53
215
$4K ﹤0.01%
163
216
$4K ﹤0.01%
78
217
$3K ﹤0.01%
44
218
$3K ﹤0.01%
8
219
$2K ﹤0.01%
40
220
$1K ﹤0.01%
23
221
$1K ﹤0.01%
11
222
$0 ﹤0.01%
20
223
$0 ﹤0.01%
2
224
– –
-512,168
225
– –
-671
5 6 7 8
9