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
701
$2K ﹤0.01%
+108
702
$2K ﹤0.01%
8
703
$1K ﹤0.01%
40
-406
704
$1K ﹤0.01%
122
-12
705
– –
-2,589
706
– –
-474
707
– –
-396
708
– –
-545
709
– –
-277
710
– –
-871
711
– –
-187
712
– –
-3
713
– –
-350
714
– –
-158
715
– –
-244
716
– –
-195
717
– –
-702
718
– –
-888
719
– –
-528
720
– –
-1,482
721
– –
-652
722
– –
-493
723
– –
-261
724
– –
-268
725
– –
-392
27 28
29
30 31