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
$113M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1
+$769K
2
+$747K
3
+$555K
4
GUT
Gabelli Utility Trust
GUT
+$346K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$315K

Top Sells

1
+$597K
2
+$215K
3
+$144K
4
TMO icon
Thermo Fisher Scientific
TMO
+$63.9K
5
KO icon
Coca-Cola
KO
+$61.9K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.83%
3 Financials 9.71%
4 Consumer Discretionary 6.83%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$29.8K 0.03%
2,262
302
$29.8K 0.03%
149
-14
303
$29.8K 0.03%
314
304
$29.6K 0.03%
194
305
$29.5K 0.03%
142
306
$29.4K 0.03%
179
+39
307
$29.2K 0.03%
4,269
308
$29.1K 0.03%
1,821
309
$28.9K 0.03%
75
310
$28.9K 0.03%
508
311
$28.8K 0.03%
181
+66
312
$28.5K 0.03%
396
313
$28.4K 0.03%
260
314
$28.3K 0.03%
1,200
315
$28.1K 0.02%
272
+65
316
$28K 0.02%
297
317
$27.8K 0.02%
197
318
$27.8K 0.02%
131
319
$27.7K 0.02%
360
320
$27.4K 0.02%
599
321
$27K 0.02%
656
-468
322
$27K 0.02%
+802
323
$26.9K 0.02%
113
324
$26.8K 0.02%
105
325
$26.8K 0.02%
+624
11 12
13
14 15