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
$130M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1 +$786K
2 +$224K
3 +$219K
4
CTVA icon
Corteva
CTVA
+$218K
5
CE icon
Celanese
CE
+$218K

Top Sells

1 +$799K
2 +$563K
3 +$469K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K
5
GUT
Gabelli Utility Trust
GUT
+$276K

Sector Composition

1 Technology 21.5%
2 Healthcare 12.73%
3 Financials 10.8%
4 Communication Services 7.43%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$70.8K 0.05%
+966
202
$69.8K 0.05%
+3,220
203
$69.5K 0.05%
+537
204
$68.5K 0.05%
+340
205
$68.4K 0.05%
+1,177
206
$67.7K 0.05%
+309
207
$66.2K 0.05%
+255
208
$66K 0.05%
+220
209
$66K 0.05%
+180
210
$65.2K 0.05%
+520
211
$64.3K 0.05%
+483
212
$64.2K 0.05%
+484
213
$63.4K 0.05%
+976
214
$63.3K 0.05%
+122
215
$62.8K 0.05%
+51
216
$62.7K 0.05%
+242
217
$62K 0.05%
+720
218
$61.3K 0.05%
+217
219
$61K 0.05%
+60
220
$60.9K 0.05%
+566
221
$59.3K 0.05%
+3,232
222
$58.3K 0.04%
+295
223
$58K 0.04%
+174
224
$57.3K 0.04%
+1,596
225
$57K 0.04%
+332