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
51
$223K 0.27%
790
52
$223K 0.27%
174
53
$219K 0.26%
900
54
$213K 0.26%
268
55
$210K 0.25%
6,256
56
$209K 0.25%
2,543
57
$209K 0.25%
3,165
58
$206K 0.25%
167
59
$206K 0.25%
1,879
60
$200K 0.24%
664
61
$189K 0.23%
1,096
62
$188K 0.23%
2,629
63
$187K 0.23%
2,225
64
$184K 0.22%
1,097
65
$178K 0.22%
952
-52
66
$173K 0.21%
1,113
67
$170K 0.21%
1,196
68
$164K 0.2%
2,582
69
$161K 0.2%
572
70
$160K 0.19%
1,988
71
$159K 0.19%
2,387
-1,034
72
$149K 0.18%
1,053
73
$145K 0.18%
1,524
74
$145K 0.18%
1,597
75
$141K 0.17%
1,434
1 2
3
4 5