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
76
$283K 0.29%
475
-42
77
$276K 0.28%
1,165
78
$276K 0.28%
52,279
79
$273K 0.28%
6,308
+183
80
$269K 0.27%
3,324
81
$268K 0.27%
2,653
-288
82
$266K 0.27%
1,170
83
$265K 0.27%
1,972
-62
84
$264K 0.27%
3,395
85
$261K 0.27%
906
86
$248K 0.25%
4,716
+300
87
$236K 0.24%
612
88
$236K 0.24%
2,191
89
$226K 0.23%
921
+63
90
$223K 0.23%
13,307
+1,112
91
$222K 0.23%
4,329
92
$221K 0.22%
805
-46
93
$217K 0.22%
4,470
94
$215K 0.22%
524
95
$210K 0.21%
1,110
96
$210K 0.21%
174
97
$203K 0.21%
3,701
98
$202K 0.21%
453
99
$88.3K 0.09%
31,548
100
– –
-819
2 3
4
5 6