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
351
$23K 0.02%
71
352
$22.8K 0.02%
57
353
$22.5K 0.02%
98
354
$22.5K 0.02%
165
355
$22.4K 0.02%
218
356
$22.4K 0.02%
+975
357
$22.3K 0.02%
721
358
$22.2K 0.02%
448
359
$22.1K 0.02%
300
360
$22K 0.02%
1,250
361
$22K 0.02%
111
362
$21.9K 0.02%
185
363
$21.8K 0.02%
188
364
$21.6K 0.02%
476
365
$21.2K 0.02%
1,935
366
$21.2K 0.02%
607
367
$21.2K 0.02%
43
368
$20.9K 0.02%
+189
369
$20.9K 0.02%
1,301
370
$20.9K 0.02%
+102
371
$20.5K 0.02%
3,377
372
$20.4K 0.02%
55
373
$20.3K 0.02%
374
374
$20.3K 0.02%
187
375
$20.3K 0.02%
366
13 14
15
16 17