RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
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
51
$400K 0.39%
9,000
-2,450
52
$378K 0.37%
9,958
+2,802
53
$375K 0.36%
3,662
+280
54
$367K 0.36%
2,065
-1,005
55
$344K 0.33%
3,049
-1,376
56
$330K 0.32%
1,435
57
$328K 0.32%
846
+141
58
$311K 0.3%
7,713
+2,273
59
$311K 0.3%
3,560
+661
60
$310K 0.3%
7,112
-255
61
$303K 0.29%
5,306
62
$290K 0.28%
1,488
+420
63
$286K 0.28%
3,763
64
$272K 0.26%
3,026
-136
65
$272K 0.26%
3,232
+530
66
$267K 0.26%
3,711
+1,162
67
$265K 0.26%
984
+524
68
$264K 0.26%
1,764
-472
69
$262K 0.25%
1,827
-95
70
$261K 0.25%
6,033
-705
71
$258K 0.25%
1,139
+203
72
$251K 0.24%
2,721
-625
73
$248K 0.24%
2,045
74
$239K 0.23%
4,489
-239
75
$238K 0.23%
5,189
-436
1 2
3
4 5