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
126
$112K 0.11%
2,678
127
$108K 0.1%
1,617
128
$106K 0.1%
2,520
129
$106K 0.1%
1,537
130
$106K 0.1%
1,143
+542
131
$105K 0.1%
561
+359
132
$103K 0.1%
+1,655
133
$103K 0.1%
337
+171
134
$102K 0.1%
476
+120
135
$102K 0.1%
1,130
-196
136
$102K 0.1%
825
137
$100K 0.1%
1,058
138
$99K 0.1%
427
139
$97K 0.09%
766
+112
140
$97K 0.09%
1,035
+689
141
$96K 0.09%
3,285
-774
142
$94K 0.09%
+922
143
$94K 0.09%
1,889
144
$93K 0.09%
3,715
-575
145
$92K 0.09%
1,305
-370
146
$86K 0.08%
+2,004
147
$84K 0.08%
1,400
148
$84K 0.08%
1,377
+202
149
$83K 0.08%
+792
150
$82K 0.08%
393
+53