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RTC

Riverview Trust Company Portfolio holdings

AUM $81.2M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
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%
328
452
$15K 0.01%
103
453
$15K 0.01%
+706
454
$15K 0.01%
82
455
$15K 0.01%
+43
456
$14K 0.01%
+123
457
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+217
458
$14K 0.01%
19
+3
459
$14K 0.01%
108
460
$14K 0.01%
294
461
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462
$14K 0.01%
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463
$14K 0.01%
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464
$14K 0.01%
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465
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466
$14K 0.01%
254
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467
$14K 0.01%
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468
$14K 0.01%
485
469
$14K 0.01%
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470
$14K 0.01%
105
471
$14K 0.01%
584
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472
$14K 0.01%
87
473
$14K 0.01%
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474
$14K 0.01%
+960
475
$14K 0.01%
197
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19
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