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
$130M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1 +$787K
2 +$206K
3 +$200K
4
INTU icon
Intuit
INTU
+$200K
5
PRI icon
Primerica
PRI
+$195K

Top Sells

1 +$799K
2 +$563K
3 +$469K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K
5
GUT
Gabelli Utility Trust
GUT
+$276K

Sector Composition

1 Technology 21.5%
2 Healthcare 12.73%
3 Financials 10.8%
4 Communication Services 7.43%
5 Consumer Discretionary 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$31.1K 0.02%
+342
327
$31K 0.02%
+228
328
$31K 0.02%
+43
329
$30.9K 0.02%
+92
330
$30.8K 0.02%
+136
331
$30.7K 0.02%
+508
332
$30.7K 0.02%
+288
333
$30.6K 0.02%
+251
334
$30.5K 0.02%
+154
335
$30.4K 0.02%
+875
336
$30.4K 0.02%
+207
337
$30.4K 0.02%
+314
338
$30K 0.02%
+92
339
$29.9K 0.02%
+182
340
$29.9K 0.02%
+113
341
$29.8K 0.02%
+57
342
$29.7K 0.02%
+102
343
$29.4K 0.02%
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344
$29.3K 0.02%
+75
345
$29.1K 0.02%
+1,916
346
$29.1K 0.02%
+713
347
$29K 0.02%
+180
348
$29K 0.02%
+105
349
$29K 0.02%
+218
350
$29K 0.02%
+149