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
201
$51K 0.05%
229
-115
202
$51K 0.05%
74
203
$51K 0.05%
499
-18,021
204
$50K 0.05%
618
+187
205
$50K 0.05%
1,305
-22
206
$50K 0.05%
803
207
$50K 0.05%
1,669
208
$49K 0.05%
378
-91
209
$49K 0.05%
611
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210
$49K 0.05%
2,220
211
$48K 0.05%
217
+165
212
$48K 0.05%
590
213
$48K 0.05%
558
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214
$47K 0.05%
+718
215
$47K 0.05%
265
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216
$46K 0.04%
175
217
$46K 0.04%
431
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218
$46K 0.04%
276
219
$46K 0.04%
581
220
$45K 0.04%
+1,046
221
$45K 0.04%
385
222
$45K 0.04%
420
+292
223
$44K 0.04%
389
224
$44K 0.04%
690
225
$44K 0.04%
+290
7 8
9
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