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
626
$12K 0.01%
+1,505
627
$12K 0.01%
+516
628
$11K 0.01%
+139
629
$11K 0.01%
1,263
630
$11K 0.01%
+556
631
$11K 0.01%
+355
632
$11K 0.01%
+691
633
$11K 0.01%
170
634
$11K 0.01%
+137
635
$11K 0.01%
+855
636
$11K 0.01%
+436
637
$11K 0.01%
384
638
$11K 0.01%
+160
639
$11K 0.01%
+332
640
$11K 0.01%
500
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641
$11K 0.01%
+136
642
$11K 0.01%
+59
643
$11K 0.01%
1,523
+97
644
$11K 0.01%
+1,242
645
$11K 0.01%
162
646
$11K 0.01%
+446
647
$11K 0.01%
310
+30
648
$11K 0.01%
157
-150
649
$11K 0.01%
+131
650
$11K 0.01%
+156
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