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
$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
351
$21K 0.02%
300
352
$21K 0.02%
476
353
$21K 0.02%
448
354
$21K 0.02%
+286
355
$21K 0.02%
+1,696
356
$21K 0.02%
527
357
$21K 0.02%
374
358
$21K 0.02%
449
+41
359
$21K 0.02%
+202
360
$20K 0.02%
198
361
$20K 0.02%
173
362
$20K 0.02%
211
363
$20K 0.02%
331
-176
364
$20K 0.02%
297
365
$20K 0.02%
1,672
+918
366
$19K 0.02%
+401
367
$19K 0.02%
158
368
$19K 0.02%
337
369
$19K 0.02%
421
370
$19K 0.02%
176
371
$19K 0.02%
181
372
$19K 0.02%
694
373
$19K 0.02%
200
374
$19K 0.02%
90
375
$19K 0.02%
910
13 14
15
16 17