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
$110M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$209K
2
+$109K
3
+$100K
4
ACN icon
Accenture
ACN
+$94.2K
5
KO icon
Coca-Cola
KO
+$58.7K

Top Sells

1
+$616K
2
+$402K
3
+$365K
4
NEE icon
NextEra Energy
NEE
+$308K
5
PG icon
Procter & Gamble
PG
+$274K

Sector Composition

1 Technology 22.12%
2 Healthcare 13.31%
3 Financials 9.9%
4 Consumer Discretionary 7.09%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$65.2K 0.06%
1,559
+104
177
$65.2K 0.06%
266
178
$64K 0.06%
650
179
$63.7K 0.06%
1,356
+425
180
$63.7K 0.06%
414
181
$63.1K 0.06%
966
182
$63K 0.06%
2,213
+306
183
$62.9K 0.06%
327
184
$62.4K 0.06%
133
185
$61.3K 0.06%
589
186
$61.1K 0.06%
840
187
$60.4K 0.05%
611
188
$58.6K 0.05%
803
189
$58.1K 0.05%
3,842
190
$57.4K 0.05%
976
191
$57.1K 0.05%
624
192
$56K 0.05%
3,253
193
$55.7K 0.05%
265
194
$55.7K 0.05%
125
195
$55.2K 0.05%
344
196
$54.5K 0.05%
949
197
$54.2K 0.05%
122
-59
198
$54.1K 0.05%
4,651
199
$53.3K 0.05%
499
200
$53.2K 0.05%
74
6 7
8
9 10