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
51
$355K 0.38%
1,615
52
$353K 0.37%
3,550
53
$344K 0.36%
1,428
+321
54
$339K 0.36%
5,784
55
$323K 0.34%
5,440
56
$322K 0.34%
12,132
57
$313K 0.33%
544
58
$309K 0.33%
1,145
59
$308K 0.33%
3,763
60
$303K 0.32%
1,550
61
$296K 0.31%
857
62
$288K 0.3%
533
63
$283K 0.3%
5,245
+1,296
64
$279K 0.3%
1,325
65
$278K 0.29%
2,158
66
$264K 0.28%
2,390
+155
67
$259K 0.27%
1,165
68
$253K 0.27%
1,754
+341
69
$253K 0.27%
3,220
70
$253K 0.27%
443
71
$250K 0.26%
2,606
72
$244K 0.26%
7,024
73
$243K 0.26%
1,046
-562
74
$243K 0.26%
1,700
75
$233K 0.25%
3,425
1 2
3
4 5