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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
$98.3M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$677K
2
+$479K
3
+$121K
4
PFE icon
Pfizer
PFE
+$107K
5
NVDA icon
NVIDIA
NVDA
+$57.9K

Top Sells

1
+$1.37M
2
+$747K
3
+$479K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$363K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$281K

Sector Composition

1 Technology 23.43%
2 Healthcare 12.81%
3 Financials 9.08%
4 Communication Services 7.61%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
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