RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.6M
AUM Growth
+$4.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$327K
2 +$79K
3 +$40K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$30K
5
UNM icon
Unum
UNM
+$23K

Top Sells

1 +$131K
2 +$101K
3 +$42.3K
4
IAC icon
IAC Inc
IAC
+$39.1K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$37K

Sector Composition

1 Technology 18.49%
2 Healthcare 11.36%
3 Financials 9.56%
4 Communication Services 6.97%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$20K 0.02%
232
202
$20K 0.02%
585
203
$19K 0.02%
210
204
$18K 0.02%
131
205
$18K 0.02%
393
206
$17K 0.02%
340
-532
207
$16K 0.02%
400
208
$16K 0.02%
164
209
$15K 0.02%
195
210
$15K 0.02%
384
211
$15K 0.02%
584
212
$12K 0.01%
425
213
$12K 0.01%
194
214
$10K 0.01%
555
-98
215
$8K 0.01%
129
216
$8K 0.01%
403
217
$7K 0.01%
73
218
$7K 0.01%
+1,000
219
$6K 0.01%
72
220
$5K 0.01%
163
221
$5K 0.01%
78
222
$3K ﹤0.01%
44
223
$3K ﹤0.01%
8
224
$2K ﹤0.01%
40
225
$1K ﹤0.01%
11