RTC
Riverview Trust Company Portfolio holdings
AUM
$80.3M
This Quarter Return
+0.05%
1 Year Return
+15.88%
3 Year Return
+71.73%
5 Year Return
+102.78%
10 Year Return
–
AUM
$94.5M
AUM Growth
+$94.5M
(-0.11%)
Cap. Flow
+$123K
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
46.51%
Holding
241
New
15
Increased
19
Reduced
17
Closed
3
Top Buys
| 1 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$141K |
| 2 |
Bristol-Myers Squibb
BMY
|
$86.7K |
| 3 |
AbbVie
ABBV
|
$81.5K |
| 4 |
McDonald's
MCD
|
$77.3K |
| 5 |
Verizon
VZ
|
$69.9K |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$131K |
| 2 |
Cardinal Health
CAH
|
$131K |
| 3 |
Dominion Energy
D
|
$123K |
| 4 |
Masco
MAS
|
$120K |
| 5 |
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% |
