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
251
$6K 0.01%
393
-1
252
$4K ﹤0.01%
+135
253
$4K ﹤0.01%
+463
254
$4K ﹤0.01%
15
255
$4K ﹤0.01%
+326
256
$3K ﹤0.01%
425
257
$3K ﹤0.01%
73
258
$3K ﹤0.01%
387
259
$3K ﹤0.01%
106
260
$2K ﹤0.01%
44
261
$2K ﹤0.01%
+225
262
$2K ﹤0.01%
163
263
$2K ﹤0.01%
110
264
$2K ﹤0.01%
8
265
$2K ﹤0.01%
403
266
$1K ﹤0.01%
185
267
$1K ﹤0.01%
94
268
$1K ﹤0.01%
6
269
$0 ﹤0.01%
40
270
– –
-2,700
271
– –
-1,515
272
– –
-2,060
273
– –
-2,105
274
– –
-1,348
275
– –
-1,143
8 9 10
11
12