RTC

Riverview Trust Company Portfolio holdings

AUM $81.2M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.8M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$72.7K
2
+$36.7K

Top Sells

1
+$1.24M
2
+$99K
3
+$95K
4
HPQ icon
HP
HPQ
+$90.9K
5
BMY icon
Bristol-Myers Squibb
BMY
+$87.2K

Sector Composition

1 Technology 12.21%
2 Financials 6.7%
3 Industrials 4.29%
4 Healthcare 3.32%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$525K 0.63%
6,543
27
$512K 0.62%
765
28
$474K 0.57%
2,230
29
$460K 0.56%
5,515
30
$435K 0.53%
3,251
31
$429K 0.52%
584
32
$418K 0.5%
2,719
33
$416K 0.5%
3,279
34
$408K 0.49%
2,128
-328
35
$385K 0.47%
2,614
36
$362K 0.44%
1,940
37
$345K 0.42%
5,041
38
$340K 0.41%
2,418
39
$326K 0.39%
653
40
$307K 0.37%
3,180
41
$306K 0.37%
1,256
42
$306K 0.37%
1,392
43
$304K 0.37%
1,082
44
$283K 0.34%
1,702
45
$279K 0.34%
554
46
$272K 0.33%
894
-312
47
$236K 0.29%
1,519
48
$234K 0.28%
4,836
49
$230K 0.28%
8,146
50
$227K 0.27%
2,405
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