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
$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
51
$386K 0.37%
5,367
-657
52
$380K 0.36%
6,196
-1,725
53
$378K 0.36%
3,427
-133
54
$365K 0.35%
1,577
+142
55
$345K 0.33%
1,921
+94
56
$343K 0.32%
7,260
+1,227
57
$342K 0.32%
1,797
-248
58
$341K 0.32%
3,763
59
$326K 0.31%
3,289
+57
60
$321K 0.3%
984
61
$318K 0.3%
8,066
-1,892
62
$309K 0.29%
3,711
63
$300K 0.28%
1,253
+186
64
$299K 0.28%
2,122
+586
65
$285K 0.27%
3,324
66
$285K 0.27%
3,026
67
$275K 0.26%
1,658
68
$275K 0.26%
1,940
+130
69
$266K 0.25%
1,116
-23
70
$266K 0.25%
4,651
-538
71
$261K 0.25%
3,802
-211
72
$259K 0.25%
2,562
+1,680
73
$254K 0.24%
2,729
+8
74
$254K 0.24%
1,040
75
$250K 0.24%
5,739
-1,974
1 2
3
4 5