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
$94.5M
AUM Growth
-$102K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$144K
2
+$96.9K
3
+$86.4K
4
MCD icon
McDonald's
MCD
+$76.6K
5
VZ icon
Verizon
VZ
+$71.7K

Top Sells

1
+$143K
2
+$130K
3
+$128K
4
MAS icon
Masco
MAS
+$128K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$82.3K

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
201
$21K 0.02%
+200
202
$21K 0.02%
1,025
203
$21K 0.02%
585
204
$20K 0.02%
800
205
$19K 0.02%
+350
206
$19K 0.02%
131
207
$18K 0.02%
210
208
$17K 0.02%
334
209
$17K 0.02%
131
210
$17K 0.02%
340
211
$17K 0.02%
+86
212
$16K 0.02%
195
213
$16K 0.02%
164
214
$16K 0.02%
393
215
$16K 0.02%
232
216
$15K 0.02%
384
217
$15K 0.02%
425
218
$15K 0.02%
584
219
$14K 0.01%
400
220
$13K 0.01%
+53
221
$12K 0.01%
194
222
$10K 0.01%
+72
223
$9K 0.01%
+150
224
$9K 0.01%
555
225
$9K 0.01%
+187
6 7 8
9
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