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
$103M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$172K
2
+$169K
3
+$144K
4
AAPL icon
Apple
AAPL
+$142K
5
LIN icon
Linde
LIN
+$141K

Top Sells

1
+$1.84M
2
+$505K
3
+$476K
4
EIX icon
Edison International
EIX
+$429K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$372K

Sector Composition

1 Technology 20.2%
2 Healthcare 14.72%
3 Financials 9.65%
4 Consumer Discretionary 7.24%
5 Consumer Staples 6.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$13K 0.01%
+194
502
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+105
503
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362
504
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265
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505
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506
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+180
507
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204
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508
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198
-95
509
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510
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511
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81
512
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513
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514
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516
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517
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518
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+426
519
$13K 0.01%
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520
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521
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+404
522
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+1,128
523
$13K 0.01%
+63
524
$13K 0.01%
+329
525
$13K 0.01%
+165
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