RTC

Riverview Trust Company Portfolio holdings

AUM $82.8M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
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
151
$80K 0.08%
592
+146
152
$79K 0.08%
6,520
-3,370
153
$78K 0.08%
1,173
-227
154
$75K 0.07%
990
+168
155
$75K 0.07%
1,522
+1,109
156
$73K 0.07%
264
157
$72K 0.07%
498
+138
158
$72K 0.07%
1,951
+1,392
159
$72K 0.07%
882
-897
160
$72K 0.07%
1,784
-2,379
161
$71K 0.07%
781
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162
$70K 0.07%
290
163
$70K 0.07%
154
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164
$70K 0.07%
650
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165
$69K 0.07%
+2,527
166
$69K 0.07%
2,940
+1,130
167
$68K 0.07%
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168
$68K 0.07%
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169
$67K 0.06%
489
170
$66K 0.06%
361
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171
$66K 0.06%
715
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172
$65K 0.06%
358
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173
$65K 0.06%
397
174
$65K 0.06%
4,215
-6,302
175
$63K 0.06%
1,445
5 6
7
8 9