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
76
$228K 0.22%
2,302
-143
77
$225K 0.22%
1,810
+110
78
$224K 0.22%
1,658
79
$223K 0.22%
785
+13
80
$220K 0.21%
7,291
+411
81
$217K 0.21%
709
-25
82
$214K 0.21%
1,860
+99
83
$211K 0.2%
1,040
+429
84
$209K 0.2%
1,165
85
$208K 0.2%
3,713
+1,345
86
$205K 0.2%
3,324
+482
87
$203K 0.2%
4,013
+377
88
$202K 0.2%
2,463
+6
89
$199K 0.19%
744
-670
90
$196K 0.19%
4,470
91
$188K 0.18%
1,994
+628
92
$187K 0.18%
7,024
-488
93
$184K 0.18%
627
+427
94
$183K 0.18%
1,536
95
$180K 0.17%
855
-92
96
$180K 0.17%
2,813
97
$179K 0.17%
1,500
-97
98
$177K 0.17%
857
+52
99
$175K 0.17%
1,067
-49
100
$175K 0.17%
993
+62
2 3
4
5 6