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
$128M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.42%
2 Technology 10.01%
3 Financials 7.02%
4 Industrials 4.45%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.6M 12.97%
+301,388
2
$15.9M 12.47%
+504,056
3
$9.32M 7.29%
+87,560
4
$8.88M 6.95%
+379,331
5
$5M 3.91%
+47,466
6
$4.43M 3.47%
+40,634
7
$3.34M 2.61%
+44,800
8
$2.75M 2.16%
+37,784
9
$2.4M 1.88%
+51,243
10
$2.16M 1.69%
+28,800
11
$2.07M 1.62%
+52,448
12
$1.79M 1.4%
+17,657
13
$1.62M 1.27%
+16,607
14
$1.61M 1.26%
+7,016
15
$1.51M 1.18%
+16,392
16
$1.47M 1.15%
+20,319
17
$1.46M 1.14%
+11,281
18
$1.15M 0.9%
+26,638
19
$1.03M 0.8%
+3,180
20
$1.01M 0.79%
+46,744
21
$998K 0.78%
+5,303
22
$994K 0.78%
+24,000
23
$953K 0.75%
+7,269
24
$864K 0.68%
+6,308
25
$844K 0.66%
+16,300