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
76
$248K 0.23%
4,217
-1,089
77
$245K 0.23%
706
-79
78
$242K 0.23%
7,960
+936
79
$242K 0.23%
13,157
+8,942
80
$236K 0.22%
4,489
81
$226K 0.21%
709
82
$225K 0.21%
4,470
83
$223K 0.21%
1,165
84
$211K 0.2%
4,893
-2,219
85
$211K 0.2%
384
-439
86
$210K 0.2%
2,158
-305
87
$210K 0.2%
612
-15
88
$209K 0.2%
1,170
+77
89
$208K 0.2%
4,145
+276
90
$207K 0.2%
1,761
-99
91
$205K 0.19%
5,874
+2,589
92
$204K 0.19%
2,034
-268
93
$197K 0.19%
800
-55
94
$188K 0.18%
931
-62
95
$186K 0.18%
1,125
+210
96
$181K 0.17%
453
+36
97
$180K 0.17%
1,608
+108
98
$179K 0.17%
642
99
$179K 0.17%
1,781
+1,066
100
$178K 0.17%
858
-630
2 3
4
5 6