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
451
$15K 0.01%
75
452
$15K 0.01%
+44
453
$15K 0.01%
121
454
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$15K 0.01%
60
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456
$14K 0.01%
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457
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458
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459
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460
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294
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462
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463
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464
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254
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467
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468
$14K 0.01%
485
469
$14K 0.01%
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$14K 0.01%
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471
$14K 0.01%
584
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$14K 0.01%
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473
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474
$14K 0.01%
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475
$14K 0.01%
197
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19
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