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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
501
$14K 0.01%
+500
502
$14K 0.01%
+316
503
$14K 0.01%
+107
504
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+3
505
$14K 0.01%
165
506
$14K 0.01%
+356
507
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+272
508
$14K 0.01%
1,069
-627
509
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510
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511
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100
512
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513
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514
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515
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541
516
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517
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518
$14K 0.01%
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519
$14K 0.01%
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520
$14K 0.01%
307
521
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522
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523
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+379
524
$14K 0.01%
106
525
$14K 0.01%
1,207
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