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
101
$172K 0.17%
479
+144
102
$171K 0.17%
1,093
-166
103
$170K 0.16%
661
+9
104
$170K 0.16%
3,869
-572
105
$169K 0.16%
1,091
-627
106
$158K 0.15%
1,266
+66
107
$156K 0.15%
642
-173
108
$150K 0.15%
544
-238
109
$148K 0.14%
660
110
$146K 0.14%
1,963
+360
111
$142K 0.14%
2,328
-291
112
$141K 0.14%
417
-67
113
$140K 0.14%
621
+96
114
$137K 0.13%
915
115
$133K 0.13%
826
+405
116
$128K 0.12%
1,196
117
$127K 0.12%
761
-212
118
$125K 0.12%
4,322
+26
119
$124K 0.12%
3,201
+731
120
$123K 0.12%
386
-34
121
$120K 0.12%
301
122
$119K 0.12%
+1,430
123
$116K 0.11%
10,612
124
$116K 0.11%
863
-51
125
$115K 0.11%
772
3 4
5
6 7