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
$104M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$203K
3
+$170K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$151K
5
RTX icon
RTX Corp
RTX
+$109K

Top Sells

1
+$1.51M
2
+$785K
3
+$652K
4
ADSK icon
Autodesk
ADSK
+$637K
5
AMZN icon
Amazon
AMZN
+$606K

Sector Composition

1 Technology 13.32%
2 Healthcare 9.04%
3 Financials 6.87%
4 Materials 5.95%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
164
227
$13K 0.01%
125
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$12K 0.01%
232
229
$12K 0.01%
125
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$11K 0.01%
165
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$11K 0.01%
413
232
$11K 0.01%
462
+72
233
$11K 0.01%
927
234
$11K 0.01%
194
235
$11K 0.01%
376
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$11K 0.01%
638
237
$10K 0.01%
384
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$10K 0.01%
210
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$10K 0.01%
585
-6,119
240
$9K 0.01%
584
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242
$8K 0.01%
195
243
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244
$8K 0.01%
700
245
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246
$8K 0.01%
214
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247
$7K 0.01%
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248
$7K 0.01%
296
249
$6K 0.01%
72
250
$6K 0.01%
253
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