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
$110M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
920
New
Increased
Reduced
Closed

Top Buys

1
+$45.3K
2
+$30.3K
3
+$29.2K
4
CNC icon
Centene
CNC
+$29.1K
5
APA icon
APA Corp
APA
+$29K

Top Sells

1
+$717K
2
+$713K
3
+$240K
4
BND icon
Vanguard Total Bond Market
BND
+$145K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$124K

Sector Composition

1 Technology 22.44%
2 Financials 10.29%
3 Healthcare 9.61%
4 Communication Services 6.65%
5 Consumer Discretionary 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$62.1K 0.06%
340
202
$61.3K 0.06%
550
203
$61.3K 0.06%
86
-24
204
$59.4K 0.05%
269
205
$58.4K 0.05%
31,548
206
$58.2K 0.05%
221
207
$57.1K 0.05%
201
208
$56.9K 0.05%
918
209
$55.8K 0.05%
288
210
$55.3K 0.05%
111
211
$55K 0.05%
241
-12
212
$54.8K 0.05%
954
213
$54.6K 0.05%
612
+15
214
$54K 0.05%
180
+2
215
$53.7K 0.05%
672
+16
216
$53.6K 0.05%
128
217
$53.6K 0.05%
637
+140
218
$53.6K 0.05%
94
+1
219
$52.8K 0.05%
178
220
$52.8K 0.05%
4,243
-2
221
$52.5K 0.05%
101
222
$51.6K 0.05%
86
223
$51.3K 0.05%
1,079
224
$51.2K 0.05%
180
-1
225
$51K 0.05%
1,559
7 8
9
10 11