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
26
$823K 0.87%
4,056
27
$778K 0.82%
5,820
28
$774K 0.82%
1,980
29
$715K 0.76%
3,459
30
$693K 0.73%
6,426
+756
31
$655K 0.69%
3,389
32
$653K 0.69%
15,192
+250
33
$609K 0.64%
1,820
34
$577K 0.61%
1,284
35
$566K 0.6%
5,258
36
$536K 0.57%
805
37
$526K 0.56%
3,934
38
$523K 0.55%
4,648
39
$508K 0.54%
8,336
40
$503K 0.53%
3,369
41
$449K 0.48%
1,945
42
$447K 0.47%
3,200
+90
43
$443K 0.47%
2,737
44
$441K 0.47%
5,341
45
$437K 0.46%
9,020
+300
46
$398K 0.42%
2,645
47
$397K 0.42%
5,189
48
$387K 0.41%
1,180
49
$361K 0.38%
1,504
50
$361K 0.38%
1,620
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