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
$103M
AUM Growth
-$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Sells

1 +$13.4M
2 +$431K
3 +$380K
4
LVS icon
Las Vegas Sands
LVS
+$329K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$291K

Sector Composition

1 Technology 16.2%
2 Healthcare 10.06%
3 Materials 8.2%
4 Financials 7.27%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$2K ﹤0.01%
225
252
$2K ﹤0.01%
94
253
$2K ﹤0.01%
110
254
$2K ﹤0.01%
8
255
$2K ﹤0.01%
403
256
$1K ﹤0.01%
40
257
$1K ﹤0.01%
6
258
$0 ﹤0.01%
19
259
$0 ﹤0.01%
2
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260
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-2,795
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$0 ﹤0.01%
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