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
$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
1
$15.5M 17.26%
214,711
-5,204
2
$4.81M 5.36%
39,362
-462
3
$4.12M 4.59%
44,800
4
$3.53M 3.93%
30,983
-459
5
$2.65M 2.96%
11,254
6
$2.55M 2.84%
39,839
7
$2.37M 2.64%
15,545
-301
8
$2.26M 2.52%
14,620
9
$2.11M 2.36%
18,215
10
$2.01M 2.24%
27,343
-147
11
$1.82M 2.04%
6,195
12
$1.76M 1.97%
4,842
-283
13
$1.69M 1.88%
16,300
14
$1.46M 1.63%
7,380
15
$1.37M 1.53%
11,430
-143
16
$1.11M 1.24%
2,974
-186
17
$1.06M 1.18%
1,406
-49
18
$1.04M 1.16%
6,346
-165
19
$1.02M 1.14%
22,500
20
$992K 1.11%
4,267
21
$978K 1.09%
42,778
22
$941K 1.05%
18,188
23
$862K 0.96%
370
24
$841K 0.94%
3,969
25
$792K 0.88%
4,167
-216
1
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