RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$531K
3
+$131K
4
PFE icon
Pfizer
PFE
+$102K
5
NVDA icon
NVIDIA
NVDA
+$61.9K

Top Sells

1
+$1.43M
2
+$747K
3
+$500K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$387K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$299K

Sector Composition

1 Technology 23.43%
2 Healthcare 12.81%
3 Financials 9.08%
4 Communication Services 7.61%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$942K 0.96%
8,440
-10
27
$935K 0.95%
3,882
28
$924K 0.94%
2,310
-208
29
$923K 0.94%
1,587
-192
30
$910K 0.93%
1,121
-21
31
$845K 0.86%
3,796
-290
32
$799K 0.81%
4,180
33
$757K 0.77%
9,581
34
$749K 0.76%
3,221
+3,168
35
$743K 0.76%
15,010
+1,250
36
$708K 0.72%
3,363
-25
37
$697K 0.71%
2,661
-158
38
$646K 0.66%
979
+10
39
$646K 0.66%
1,811
40
$612K 0.62%
21,263
+3,537
41
$567K 0.58%
3,341
-187
42
$563K 0.57%
6,857
43
$552K 0.56%
1,861
44
$543K 0.55%
1
45
$538K 0.55%
4,638
-17
46
$531K 0.54%
+2,488
47
$523K 0.53%
3,569
-264
48
$501K 0.51%
1,922
-13
49
$491K 0.5%
1,886
50
$469K 0.48%
11,662
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2
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