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
$106M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$469K
2
+$361K
3
+$193K
4
RTX icon
RTX Corp
RTX
+$170K
5
T icon
AT&T
T
+$164K

Top Sells

1
+$1.74M
2
+$577K
3
+$445K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$434K
5
COST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
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294
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126
278
$30K 0.03%
540
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238
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$30K 0.03%
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281
$30K 0.03%
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282
$29K 0.03%
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283
$29K 0.03%
109
284
$28K 0.03%
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285
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360
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287
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288
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297
289
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290
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291
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292
$27K 0.03%
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293
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294
$27K 0.03%
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295
$27K 0.03%
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296
$26K 0.02%
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297
$26K 0.02%
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298
$26K 0.02%
508
299
$26K 0.02%
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300
$26K 0.02%
960
10 11
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