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
401
$16K 0.02%
54
402
$16K 0.02%
+160
403
$16K 0.02%
485
404
$16K 0.02%
487
405
$16K 0.02%
+113
406
$16K 0.02%
+366
407
$16K 0.02%
101
408
$16K 0.02%
+493
409
$16K 0.02%
436
410
$16K 0.02%
+1,119
411
$16K 0.02%
351
412
$16K 0.02%
+683
413
$16K 0.02%
765
414
$16K 0.02%
+111
415
$16K 0.02%
1,187
416
$16K 0.02%
1,852
-1,161
417
$16K 0.02%
+377
418
$16K 0.02%
+179
419
$16K 0.02%
158
420
$15K 0.01%
98
421
$15K 0.01%
+548
422
$15K 0.01%
+166
423
$15K 0.01%
615
424
$15K 0.01%
516
425
$15K 0.01%
+406
15 16
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