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
576
$13K 0.01%
373
577
$13K 0.01%
273
-773
578
$13K 0.01%
+340
579
$13K 0.01%
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580
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581
$13K 0.01%
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582
$13K 0.01%
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583
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+276
584
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265
585
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180
586
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587
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588
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589
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90
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590
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38
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591
$13K 0.01%
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592
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593
$13K 0.01%
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594
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595
$13K 0.01%
262
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596
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416
597
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558
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598
$13K 0.01%
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599
$13K 0.01%
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600
$13K 0.01%
+419
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