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
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
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$16K 0.02%
164
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$16K 0.02%
393
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$16K 0.02%
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384
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$15K 0.02%
425
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$15K 0.02%
584
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$14K 0.01%
400
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$13K 0.01%
+53
221
$12K 0.01%
194
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$10K 0.01%
+72
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$9K 0.01%
+150
224
$9K 0.01%
555
225
$9K 0.01%
+187