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
$94.5M
AUM Growth
-$102K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$141K
2
+$86.7K
3
+$81.5K
4
MCD icon
McDonald's
MCD
+$77.3K
5
VZ icon
Verizon
VZ
+$69.9K

Top Sells

1
+$131K
2
+$131K
3
+$123K
4
MAS icon
Masco
MAS
+$120K
5
DRI icon
Darden Restaurants
DRI
+$81.2K

Sector Composition

1 Technology 18.69%
2 Healthcare 11.36%
3 Financials 9.71%
4 Communication Services 7.13%
5 Consumer Discretionary 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K 0.01%
403
227
$8K 0.01%
+27
228
$7K 0.01%
+161
229
$7K 0.01%
+135
230
$7K 0.01%
73
231
$6K 0.01%
72
232
$5K 0.01%
163
233
$5K 0.01%
+65
234
$3K ﹤0.01%
44
235
$3K ﹤0.01%
8
236
$2K ﹤0.01%
40
237
$1K ﹤0.01%
11
238
– –
-129
239
$0 ﹤0.01%
20
240
– –
-1,000
241
– –
-78
6 7 8 9
10