RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
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
+$449K
2
+$347K
3
+$182K
4
T icon
AT&T
T
+$160K
5
RTX icon
RTX Corp
RTX
+$158K

Top Sells

1
+$1.66M
2
+$577K
3
+$489K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$434K
5
COST icon
Costco
COST
+$377K

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
451
$15K 0.01%
75
452
$15K 0.01%
+44
453
$15K 0.01%
121
454
$15K 0.01%
1,125
455
$15K 0.01%
60
+15
456
$14K 0.01%
+247
457
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234
458
$14K 0.01%
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459
$14K 0.01%
426
460
$14K 0.01%
+721
461
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+123
462
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463
$14K 0.01%
19
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464
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108
465
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294
466
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467
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468
$14K 0.01%
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469
$14K 0.01%
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470
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$14K 0.01%
254
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472
$14K 0.01%
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473
$14K 0.01%
485
474
$14K 0.01%
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475
$14K 0.01%
105
17 18
19
20 21