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
176
$34K 0.04%
80
177
$33K 0.03%
656
178
$32K 0.03%
297
179
$32K 0.03%
+595
180
$31K 0.03%
307
181
$31K 0.03%
294
+46
182
$31K 0.03%
112
183
$30K 0.03%
550
184
$30K 0.03%
421
185
$30K 0.03%
1,200
186
$30K 0.03%
228
187
$29K 0.03%
245
188
$29K 0.03%
586
189
$28K 0.03%
169
190
$28K 0.03%
413
191
$28K 0.03%
45
192
$27K 0.03%
104
193
$26K 0.03%
+300
194
$25K 0.03%
117
195
$25K 0.03%
1,852
196
$24K 0.03%
819
-1
197
$23K 0.02%
106
198
$23K 0.02%
186
199
$22K 0.02%
374
200
$21K 0.02%
1,301
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8
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