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
426
$15K 0.01%
+852
427
$15K 0.01%
328
428
$15K 0.01%
103
429
$15K 0.01%
+207
430
$15K 0.01%
+706
431
$15K 0.01%
43
432
$15K 0.01%
246
433
$15K 0.01%
63
434
$15K 0.01%
+345
435
$15K 0.01%
88
436
$15K 0.01%
280
437
$15K 0.01%
231
438
$15K 0.01%
75
439
$15K 0.01%
150
-145
440
$15K 0.01%
143
441
$15K 0.01%
442
+196
442
$15K 0.01%
75
443
$15K 0.01%
1,187
444
$15K 0.01%
+271
445
$15K 0.01%
+288
446
$15K 0.01%
64
447
$15K 0.01%
+338
448
$15K 0.01%
209
449
$15K 0.01%
82
450
$15K 0.01%
+43