RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
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
+$144K
2
+$96.9K
3
+$86.4K
4
MCD icon
McDonald's
MCD
+$76.6K
5
VZ icon
Verizon
VZ
+$71.7K

Top Sells

1
+$143K
2
+$130K
3
+$128K
4
MAS icon
Masco
MAS
+$128K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$82.3K

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