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
426
$22.5K 0.02%
+436
427
$22.5K 0.02%
+584
428
$22.5K 0.02%
+2,076
429
$22.3K 0.02%
+969
430
$22.2K 0.02%
+82
431
$22.2K 0.02%
+574
432
$22.1K 0.02%
+1,852
433
$22.1K 0.02%
+282
434
$22K 0.02%
+688
435
$22K 0.02%
+87
436
$21.9K 0.02%
+63
437
$21.9K 0.02%
+55
438
$21.8K 0.02%
+808
439
$21.7K 0.02%
+442
440
$21.7K 0.02%
+68
441
$21.6K 0.02%
+115
442
$21.6K 0.02%
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443
$21.6K 0.02%
+206
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$21.5K 0.02%
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445
$21.5K 0.02%
+101
446
$21.4K 0.02%
+412
447
$21.4K 0.02%
+322
448
$21.4K 0.02%
+180
449
$21.3K 0.02%
+78
450
$21.2K 0.02%
+360