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
601
$13K 0.01%
+419
602
$13K 0.01%
+348
603
$13K 0.01%
+170
604
$12K 0.01%
+1,739
605
$12K 0.01%
+179
606
$12K 0.01%
+865
607
$12K 0.01%
+185
608
$12K 0.01%
+108
609
$12K 0.01%
+166
610
$12K 0.01%
+172
611
$12K 0.01%
384
612
$12K 0.01%
+111
613
$12K 0.01%
1,182
614
$12K 0.01%
289
-1
615
$12K 0.01%
+758
616
$12K 0.01%
+172
617
$12K 0.01%
+625
618
$12K 0.01%
43
-9
619
$12K 0.01%
+61
620
$12K 0.01%
+301
621
$12K 0.01%
+60
622
$12K 0.01%
+161
623
$12K 0.01%
290
-20
624
$12K 0.01%
+57
625
$12K 0.01%
+940
23 24
25
26 27