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
151
$56K 0.06%
1,875
152
$49K 0.05%
197
153
$48K 0.05%
292
154
$46K 0.05%
886
155
$46K 0.05%
278
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156
$46K 0.05%
58
157
$46K 0.05%
335
158
$46K 0.05%
693
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159
$45K 0.05%
200
160
$44K 0.05%
360
161
$42K 0.04%
200
162
$41K 0.04%
1,125
163
$40K 0.04%
461
164
$39K 0.04%
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165
$39K 0.04%
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166
$39K 0.04%
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167
$38K 0.04%
931
168
$37K 0.04%
500
169
$36K 0.04%
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170
$35K 0.04%
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171
$35K 0.04%
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173
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$34K 0.04%
356
175
$34K 0.04%
327
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