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
651
$11K 0.01%
583
-212
652
$11K 0.01%
+760
653
$11K 0.01%
+942
654
$11K 0.01%
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655
$11K 0.01%
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656
$11K 0.01%
1,775
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657
$11K 0.01%
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658
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+2,812
659
$11K 0.01%
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660
$11K 0.01%
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661
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664
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$11K 0.01%
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$11K 0.01%
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669
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$11K 0.01%
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$11K 0.01%
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$11K 0.01%
258
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673
$10K 0.01%
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$10K 0.01%
+532
675
$10K 0.01%
+25
25 26
27
28 29