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
176
$66K 0.06%
226
177
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650
178
$65K 0.06%
2,316
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181
$64K 0.06%
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182
$64K 0.06%
471
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183
$63K 0.06%
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184
$63K 0.06%
792
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185
$62K 0.06%
133
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186
$61K 0.06%
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187
$61K 0.06%
111
188
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189
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$59K 0.06%
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192
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255
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193
$58K 0.05%
265
194
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195
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618
196
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197
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225
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198
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225
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199
$56K 0.05%
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200
$56K 0.05%
194
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