RTC

Riverview Trust Company Portfolio holdings

AUM $81.2M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$82.8M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$72.7K
2
+$36.7K

Top Sells

1
+$1.24M
2
+$99K
3
+$95K
4
HPQ icon
HP
HPQ
+$90.9K
5
BMY icon
Bristol-Myers Squibb
BMY
+$87.2K

Sector Composition

1 Technology 12.21%
2 Financials 6.7%
3 Industrials 4.29%
4 Healthcare 3.32%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18M 21.8%
362,132
-25,289
2
$13.6M 16.37%
155,241
+432
3
$5.43M 6.56%
17,649
4
$2.9M 3.5%
48,354
5
$2.59M 3.13%
25,819
6
$2.42M 2.93%
4,677
7
$1.68M 2.03%
2,740
8
$1.61M 1.94%
1,490
9
$1.51M 1.83%
4,604
-139
10
$1.44M 1.74%
4,370
11
$1.24M 1.5%
3,936
12
$1.06M 1.27%
14,368
13
$1.04M 1.26%
4,086
-11
14
$930K 1.12%
3,652
-10
15
$913K 1.1%
1,997
16
$904K 1.09%
3,829
17
$777K 0.94%
15,525
18
$755K 0.91%
3,005
19
$754K 0.91%
1
20
$739K 0.89%
3,193
21
$739K 0.89%
798
22
$696K 0.84%
597
23
$552K 0.67%
2,115
24
$537K 0.65%
2,894
25
$532K 0.64%
7,239
+1,024
1
2 3 4 5