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
376
$19K 0.02%
789
+371
377
$19K 0.02%
767
378
$18K 0.02%
+185
379
$18K 0.02%
780
380
$18K 0.02%
+808
381
$18K 0.02%
245
382
$18K 0.02%
211
383
$18K 0.02%
75
384
$18K 0.02%
+307
385
$18K 0.02%
131
386
$17K 0.02%
173
387
$17K 0.02%
641
388
$17K 0.02%
236
-132
389
$17K 0.02%
350
390
$17K 0.02%
388
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116
392
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393
$17K 0.02%
904
394
$17K 0.02%
+84
395
$17K 0.02%
82
396
$17K 0.02%
243
397
$17K 0.02%
481
398
$16K 0.02%
+779
399
$16K 0.02%
+797
400
$16K 0.02%
195
-196
14 15
16
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