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
551
$13K 0.01%
+663
552
$13K 0.01%
1,137
+266
553
$13K 0.01%
+171
554
$12K 0.01%
+464
555
$12K 0.01%
89
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556
$12K 0.01%
148
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557
$12K 0.01%
+310
558
$12K 0.01%
+359
559
$12K 0.01%
237
560
$12K 0.01%
431
561
$12K 0.01%
360
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562
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563
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564
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565
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566
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567
$12K 0.01%
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$12K 0.01%
228
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570
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571
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572
$12K 0.01%
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573
$12K 0.01%
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574
$12K 0.01%
+347
575
$12K 0.01%
+1,145
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