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
576
$12K 0.01%
+182
577
$12K 0.01%
+727
578
$12K 0.01%
69
-37
579
$12K 0.01%
54
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580
$12K 0.01%
+270
581
$12K 0.01%
+175
582
$12K 0.01%
+754
583
$12K 0.01%
+48
584
$12K 0.01%
+30
585
$12K 0.01%
161
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586
$12K 0.01%
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587
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588
$12K 0.01%
586
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590
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202
591
$12K 0.01%
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592
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593
$12K 0.01%
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594
$12K 0.01%
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595
$12K 0.01%
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596
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597
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598
$12K 0.01%
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599
$12K 0.01%
79
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600
$12K 0.01%
+432
22 23
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