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
351
$18K 0.02%
55
352
$18K 0.02%
487
353
$18K 0.02%
476
354
$18K 0.02%
112
355
$18K 0.02%
131
-258
356
$18K 0.02%
282
357
$18K 0.02%
123
358
$18K 0.02%
860
359
$18K 0.02%
351
360
$18K 0.02%
+257
361
$18K 0.02%
585
-826
362
$18K 0.02%
713
363
$18K 0.02%
162
364
$18K 0.02%
649
365
$18K 0.02%
+613
366
$17K 0.02%
+268
367
$17K 0.02%
269
368
$17K 0.02%
548
369
$17K 0.02%
166
370
$17K 0.02%
+1,935
371
$17K 0.02%
350
372
$17K 0.02%
+85
373
$17K 0.02%
250
374
$17K 0.02%
101
375
$17K 0.02%
683
13 14
15
16 17