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
326
$24K 0.02%
347
327
$24K 0.02%
260
328
$24K 0.02%
+1,929
329
$24K 0.02%
267
330
$24K 0.02%
30
331
$23K 0.02%
245
332
$23K 0.02%
913
333
$23K 0.02%
+246
334
$23K 0.02%
57
335
$23K 0.02%
180
336
$22K 0.02%
971
337
$22K 0.02%
+721
338
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339
$22K 0.02%
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340
$22K 0.02%
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579
342
$22K 0.02%
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343
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77
344
$22K 0.02%
377
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345
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346
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960
347
$21K 0.02%
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348
$21K 0.02%
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349
$21K 0.02%
294
350
$21K 0.02%
1,301
-1,088
12 13
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15 16