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
$103M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$169K
3
+$144K
4
AAPL icon
Apple
AAPL
+$142K
5
LIN icon
Linde
LIN
+$141K

Top Sells

1
+$1.84M
2
+$505K
3
+$476K
4
EIX icon
Edison International
EIX
+$429K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$372K

Sector Composition

1 Technology 20.2%
2 Healthcare 14.72%
3 Financials 9.65%
4 Consumer Discretionary 7.24%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$30K 0.03%
337
277
$29K 0.03%
500
278
$29K 0.03%
539
+145
279
$29K 0.03%
372
280
$29K 0.03%
785
281
$29K 0.03%
396
282
$29K 0.03%
109
283
$29K 0.03%
80
284
$29K 0.03%
170
285
$29K 0.03%
996
+201
286
$29K 0.03%
+1,826
287
$28K 0.03%
13
288
$28K 0.03%
550
289
$28K 0.03%
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290
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548
291
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126
292
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142
293
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294
$28K 0.03%
308
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295
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296
$27K 0.03%
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297
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508
298
$27K 0.03%
471
-7,488
299
$27K 0.03%
421
300
$27K 0.03%
344
10 11
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