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
276
$0 ﹤0.01%
11
277
– –
-6,616
278
– –
-1,402
279
– –
-1,124
280
– –
-2,292
281
$0 ﹤0.01%
+4
282
$0 ﹤0.01%
+19
283
$0 ﹤0.01%
+3
8 9 10 11
12