RTC
Riverview Trust Company Portfolio holdings
AUM
$80.3M
1-Year Return
15.88%
This Quarter Return
+9.97%
1 Year Return
+15.88%
3 Year Return
+71.73%
5 Year Return
+102.78%
10 Year Return
–
AUM
$106M
AUM Growth
+$2.38M
(+2.3%)
Cap. Flow
-$5.73M
Cap. Flow
% of AUM
-5.42%
Top 10 Holdings %
Top 10 Hldgs %
37.96%
Holding
902
New
195
Increased
84
Reduced
127
Closed
209
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$469K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$361K |
| 3 |
Abbott
ABT
|
+$193K |
| 4 |
RTX Corp
RTX
|
+$170K |
| 5 |
AT&T
T
|
+$164K |
Top Sells
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.74M |
| 2 |
Microsoft
MSFT
|
+$577K |
| 3 |
Apple
AAPL
|
+$445K |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$434K |
| 5 |
Costco
COST
|
+$352K |
Sector Composition
| 1 | Technology | 18.42% |
| 2 | Healthcare | 15.88% |
| 3 | Financials | 10.86% |
| 4 | Industrials | 7.23% |
| 5 | Consumer Discretionary | 6.42% |
