RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
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
+$144K
2
+$96.9K
3
+$86.4K
4
MCD icon
McDonald's
MCD
+$76.6K
5
VZ icon
Verizon
VZ
+$71.7K

Top Sells

1
+$143K
2
+$130K
3
+$128K
4
MAS icon
Masco
MAS
+$128K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$82.3K

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%
2,259
119
$100K 0.11%
1,175
+180
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