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
476
$20.1K 0.02%
+426
477
$20.1K 0.02%
+553
478
$20.1K 0.02%
+93
479
$20.1K 0.02%
+419
480
$20K 0.02%
+309
481
$20K 0.02%
+42
482
$20K 0.02%
+99
483
$20K 0.02%
+1,014
484
$20K 0.02%
+417
485
$19.9K 0.02%
+140
486
$19.9K 0.02%
+268
487
$19.7K 0.02%
+1,246
488
$19.7K 0.02%
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489
$19.6K 0.02%
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490
$19.6K 0.02%
+570
491
$19.6K 0.02%
+530
492
$19.5K 0.02%
+593
493
$19.5K 0.02%
+188
494
$19.5K 0.02%
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495
$19.4K 0.02%
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496
$19.4K 0.02%
+341
497
$19.4K 0.01%
+39
498
$19.4K 0.01%
+838
499
$19.3K 0.01%
+554
500
$19.3K 0.01%
+3,328