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
476
$14K 0.01%
584
-1,200
477
$14K 0.01%
87
478
$14K 0.01%
+339
479
$14K 0.01%
+960
480
$14K 0.01%
197
481
$14K 0.01%
+264
482
$14K 0.01%
+506
483
$14K 0.01%
+154
484
$14K 0.01%
2,128
+605
485
$14K 0.01%
+496
486
$14K 0.01%
+181
487
$14K 0.01%
136
-645
488
$14K 0.01%
+127
489
$14K 0.01%
288
490
$14K 0.01%
150
491
$14K 0.01%
+448
492
$14K 0.01%
541
493
$14K 0.01%
+164
494
$14K 0.01%
+158
495
$14K 0.01%
+965
496
$14K 0.01%
+42
497
$14K 0.01%
+593
498
$14K 0.01%
+658
499
$14K 0.01%
+239
500
$14K 0.01%
+144
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