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
526
-1,879
527
-60
528
-289
529
-170
530
-3,328
531
-174
532
-98
533
-105
534
-233
535
-204
536
-102
537
-101
538
-687
539
-1,818
540
-2,531
541
-4,501
542
-336
543
-181
544
-1,301
545
-149
546
-675
547
-400
548
-103
549
-3,253
550
-254