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
301
$27K 0.03%
1,200
302
$27K 0.03%
+51
303
$26K 0.03%
95
304
$26K 0.03%
297
305
$26K 0.03%
595
306
$26K 0.03%
1,941
+916
307
$26K 0.03%
92
308
$26K 0.03%
534
309
$25K 0.02%
360
310
$25K 0.02%
+187
311
$25K 0.02%
414
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312
$25K 0.02%
51
313
$25K 0.02%
233
314
$25K 0.02%
274
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315
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753
316
$25K 0.02%
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317
$25K 0.02%
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318
$25K 0.02%
540
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319
$25K 0.02%
295
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$25K 0.02%
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321
$25K 0.02%
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322
$24K 0.02%
1,706
323
$24K 0.02%
338
324
$24K 0.02%
2,074
+159
325
$24K 0.02%
445
+70
11 12
13
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