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
$106M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1 +$469K
2 +$361K
3 +$193K
4
RTX icon
RTX Corp
RTX
+$170K
5
T icon
AT&T
T
+$164K

Top Sells

1 +$1.74M
2 +$577K
3 +$445K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$434K
5
COST icon
Costco
COST
+$352K

Sector Composition

1 Technology 18.42%
2 Healthcare 15.88%
3 Financials 10.86%
4 Industrials 7.23%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$89K 0.08%
786
152
$87K 0.08%
264
153
$87K 0.08%
294
154
$85K 0.08%
2,057
+1,057
155
$84K 0.08%
1,168
+245
156
$82K 0.08%
860
+500
157
$81K 0.08%
+1,242
158
$81K 0.08%
+551
159
$79K 0.07%
+979
160
$79K 0.07%
1,088
+886
161
$78K 0.07%
281
+52
162
$77K 0.07%
1,262
-275
163
$76K 0.07%
878
-1,116
164
$76K 0.07%
587
+202
165
$73K 0.07%
1,173
166
$72K 0.07%
1,942
-62
167
$71K 0.07%
2,285
-10
168
$71K 0.07%
290
169
$71K 0.07%
340
-53
170
$71K 0.07%
1,907
+623
171
$69K 0.07%
489
172
$69K 0.07%
846
-1,482
173
$68K 0.06%
792
174
$66K 0.06%
450
-142
175
$66K 0.06%
187