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
$144M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$344K
3
+$315K
4
KLAC icon
KLA
KLAC
+$308K
5
ROP icon
Roper Technologies
ROP
+$301K

Top Sells

1
+$358K
2
+$340K
3
+$300K
4
STZ icon
Constellation Brands
STZ
+$262K
5
INTC icon
Intel
INTC
+$254K

Sector Composition

1 Technology 11.25%
2 Healthcare 9.3%
3 Financials 7.49%
4 Materials 7.46%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$41K 0.03%
200
177
$41K 0.03%
421
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400
179
$39K 0.03%
231
180
$38K 0.03%
431
181
$37K 0.03%
473
182
$37K 0.03%
370
183
$36K 0.03%
45
184
$36K 0.03%
228
185
$36K 0.03%
227
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$35K 0.02%
990
187
$35K 0.02%
654
188
$35K 0.02%
265
189
$34K 0.02%
552
190
$33K 0.02%
200
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$33K 0.02%
58
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$33K 0.02%
588
193
$32K 0.02%
627
194
$32K 0.02%
616
195
$31K 0.02%
550
196
$31K 0.02%
382
197
$31K 0.02%
453
198
$31K 0.02%
335
199
$31K 0.02%
228
200
$30K 0.02%
460
6 7
8
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