RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$318K
2
+$214K
3
+$212K
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$210K
5
RTX icon
RTX Corp
RTX
+$155K

Top Sells

1
+$1.51M
2
+$937K
3
+$750K
4
ABT icon
Abbott
ABT
+$690K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$638K

Sector Composition

1 Technology 13.32%
2 Healthcare 9.04%
3 Financials 6.87%
4 Materials 5.95%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$44K 0.04%
360
152
$44K 0.04%
1,078
153
$41K 0.04%
267
154
$41K 0.04%
314
155
$40K 0.04%
2,139
156
$40K 0.04%
620
157
$38K 0.04%
490
+97
158
$38K 0.04%
996
-78
159
$36K 0.03%
1,875
160
$36K 0.03%
58
161
$36K 0.03%
281
-150
162
$35K 0.03%
627
163
$35K 0.03%
431
164
$35K 0.03%
400
165
$34K 0.03%
355
+53
166
$33K 0.03%
265
167
$32K 0.03%
421
168
$31K 0.03%
654
169
$31K 0.03%
370
170
$31K 0.03%
200
171
$30K 0.03%
886
+190
172
$29K 0.03%
1,428
173
$29K 0.03%
671
174
$28K 0.03%
793
175
$28K 0.03%
931
5 6
7
8 9