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
376
$17K 0.02%
82
377
$17K 0.02%
694
378
$17K 0.02%
341
379
$17K 0.02%
239
380
$17K 0.02%
360
381
$17K 0.02%
+414
382
$17K 0.02%
1,505
383
$17K 0.02%
131
384
$16K 0.02%
107
385
$16K 0.02%
184
386
$16K 0.02%
+4,269
387
$16K 0.02%
245
388
$16K 0.02%
+535
389
$16K 0.02%
400
390
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406
391
$16K 0.02%
173
392
$16K 0.02%
641
393
$16K 0.02%
182
394
$16K 0.02%
+479
395
$16K 0.02%
302
396
$16K 0.02%
187
397
$16K 0.02%
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398
$16K 0.02%
11
399
$16K 0.02%
64
400
$16K 0.02%
180
14 15
16
17 18