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
$98.3M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$531K
3
+$131K
4
PFE icon
Pfizer
PFE
+$102K
5
NVDA icon
NVIDIA
NVDA
+$61.9K

Top Sells

1
+$1.43M
2
+$747K
3
+$500K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$387K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$299K

Sector Composition

1 Technology 23.43%
2 Healthcare 12.81%
3 Financials 9.08%
4 Communication Services 7.61%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 11.19%
156,257
-4,257
2
$8.01M 8.16%
41,629
-2,595
3
$5.26M 5.35%
13,988
+101
4
$3.96M 4.03%
44,800
5
$3.21M 3.26%
14,704
6
$2.88M 2.93%
26,430
-195
7
$2.87M 2.92%
20,388
8
$2.85M 2.9%
18,727
-301
9
$2.72M 2.77%
16,007
-308
10
$2.71M 2.75%
7,644
11
$2.56M 2.61%
25,819
-14,433
12
$2.37M 2.41%
47,208
13
$1.5M 1.53%
2,577
14
$1.42M 1.45%
12,923
-438
15
$1.38M 1.41%
2,629
16
$1.37M 1.39%
3,131
-887
17
$1.37M 1.39%
385
+8
18
$1.34M 1.36%
23,238
19
$1.29M 1.31%
3,384
20
$1.26M 1.28%
24,909
21
$1.19M 1.21%
7,674
+39
22
$1.19M 1.21%
7,570
-489
23
$1.09M 1.1%
7,621
+241
24
$1.05M 1.07%
7,518
+166
25
$975K 0.99%
3,706
1
2 3 4 5