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
851
– –
-1,878
852
– –
-190
853
– –
-236
854
– –
-67
855
– –
-725
856
– –
-135
857
– –
-123
858
– –
-352
859
– –
-1,311
860
– –
-273
861
– –
-121
862
– –
-279
863
– –
-120
864
– –
-1,036
865
– –
-154
866
– –
-2,562
867
– –
-707
868
– –
-1,898
869
– –
-114
870
– –
-1,173
871
– –
-770
872
– –
-469
873
– –
-265
874
– –
-1,073
875
– –
-789
33 34
35
36 37