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
126
$82K 0.09%
1,176
127
$82K 0.09%
2,495
-103
128
$76K 0.08%
200
129
$76K 0.08%
882
+150
130
$75K 0.08%
340
131
$75K 0.08%
2,050
132
$75K 0.08%
267
133
$74K 0.08%
338
+22
134
$71K 0.08%
1,390
135
$68K 0.07%
776
136
$67K 0.07%
1,078
137
$66K 0.07%
616
138
$65K 0.07%
150
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139
$63K 0.07%
287
140
$63K 0.07%
471
-62
141
$63K 0.07%
803
142
$62K 0.07%
414
143
$61K 0.06%
400
144
$60K 0.06%
355
145
$60K 0.06%
+2,220
146
$60K 0.06%
620
147
$60K 0.06%
1,284
148
$58K 0.06%
370
149
$58K 0.06%
344
150
$57K 0.06%
581
4 5
6
7 8