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
526
$14K 0.01%
1,207
527
$14K 0.01%
+78
528
$14K 0.01%
+721
529
$14K 0.01%
299
530
$14K 0.01%
411
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531
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532
$14K 0.01%
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533
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534
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535
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536
$14K 0.01%
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537
$13K 0.01%
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538
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539
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540
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541
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$13K 0.01%
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545
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547
$13K 0.01%
45
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548
$13K 0.01%
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549
$13K 0.01%
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550
$13K 0.01%
+599
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