RTC
Riverview Trust Company Portfolio holdings
AUM
$80.3M
1-Year Return
15.88%
This Quarter Return
-13.53%
1 Year Return
+15.88%
3 Year Return
+71.73%
5 Year Return
+102.78%
10 Year Return
–
AUM
$115M
AUM Growth
-$20.1M
(-15%)
Cap. Flow
-$1.6M
Cap. Flow
% of AUM
-1.39%
Top 10 Holdings %
Top 10 Hldgs %
38.73%
Holding
904
New
185
Increased
145
Reduced
114
Closed
198
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$2.51M |
| 2 |
Edison International
EIX
|
$473K |
| 3 |
Apple
AAPL
|
$439K |
| 4 |
Amazon
AMZN
|
$410K |
| 5 |
Procter & Gamble
PG
|
$339K |
Top Sells
Sector Composition
| 1 | Technology | 19.35% |
| 2 | Healthcare | 14.22% |
| 3 | Financials | 9.37% |
| 4 | Consumer Discretionary | 6.3% |
| 5 | Industrials | 5.81% |
