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
101
$137K 0.15%
1,196
102
$135K 0.14%
3,688
103
$135K 0.14%
701
104
$128K 0.14%
1,006
105
$128K 0.14%
1,830
106
$127K 0.13%
825
107
$126K 0.13%
420
108
$121K 0.13%
733
109
$120K 0.13%
2,035
+1,471
110
$117K 0.12%
1,044
+467
111
$112K 0.12%
763
112
$110K 0.12%
1,630
113
$109K 0.12%
265
114
$109K 0.12%
244
115
$107K 0.11%
2,470
116
$103K 0.11%
894
-9
117
$102K 0.11%
650
118
$100K 0.11%
1,175
+180
119
$100K 0.11%
2,259
120
$96K 0.1%
229
121
$93K 0.1%
722
122
$92K 0.1%
233
123
$88K 0.09%
1,131
124
$84K 0.09%
1,173
125
$83K 0.09%
129
3 4
5
6 7