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
376
$26.8K 0.02%
+307
377
$26.5K 0.02%
+274
378
$26.5K 0.02%
+1,290
379
$26.4K 0.02%
+43
380
$26.4K 0.02%
+168
381
$26.3K 0.02%
+103
382
$26.3K 0.02%
+796
383
$26.3K 0.02%
+179
384
$26.2K 0.02%
+4,269
385
$26.1K 0.02%
+111
386
$25.9K 0.02%
+48
387
$25.9K 0.02%
+168
388
$25.7K 0.02%
+248
389
$25.7K 0.02%
+1,093
390
$25.6K 0.02%
+207
391
$25.5K 0.02%
+197
392
$25.5K 0.02%
+3,377
393
$25.5K 0.02%
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394
$25.3K 0.02%
+318
395
$25.1K 0.02%
+75
396
$24.8K 0.02%
+169
397
$24.8K 0.02%
+313
398
$24.6K 0.02%
+217
399
$24.6K 0.02%
+856
400
$24.5K 0.02%
+392