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
$98.3M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$531K
3
+$131K
4
PFE icon
Pfizer
PFE
+$102K
5
NVDA icon
NVIDIA
NVDA
+$61.9K

Top Sells

1
+$1.43M
2
+$747K
3
+$500K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$387K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$299K

Sector Composition

1 Technology 23.43%
2 Healthcare 12.81%
3 Financials 9.08%
4 Communication Services 7.61%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$459K 0.47%
1,012
+47
52
$406K 0.41%
3,408
-398
53
$396K 0.4%
830
54
$393K 0.4%
1,940
55
$390K 0.4%
7,960
56
$381K 0.39%
1,577
57
$380K 0.39%
3,763
58
$377K 0.38%
2,308
+800
59
$366K 0.37%
1,472
-256
60
$357K 0.36%
1,030
+87
61
$354K 0.36%
4,651
62
$348K 0.35%
675
-12
63
$339K 0.34%
3,386
64
$337K 0.34%
5,515
-746
65
$334K 0.34%
7,616
+192
66
$333K 0.34%
2,536
-5
67
$331K 0.34%
2,289
+287
68
$327K 0.33%
3,829
-509
69
$316K 0.32%
3,289
70
$301K 0.31%
706
71
$301K 0.31%
1,234
+59
72
$298K 0.3%
3,971
73
$293K 0.3%
7,767
-774
74
$292K 0.3%
3,802
75
$287K 0.29%
1,921
1 2
3
4 5