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
526
$15.2K 0.01%
212
527
$15.2K 0.01%
2,274
528
$15.2K 0.01%
75
529
$15.2K 0.01%
883
530
$15.2K 0.01%
101
531
$15.1K 0.01%
375
-51
532
$15.1K 0.01%
239
533
$15.1K 0.01%
74
534
$15K 0.01%
85
535
$15K 0.01%
+1,377
536
$15K 0.01%
189
537
$15K 0.01%
136
538
$14.9K 0.01%
137
539
$14.9K 0.01%
423
540
$14.9K 0.01%
312
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$14.9K 0.01%
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542
$14.9K 0.01%
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543
$14.8K 0.01%
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544
$14.8K 0.01%
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545
$14.8K 0.01%
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546
$14.8K 0.01%
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547
$14.8K 0.01%
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548
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39
549
$14.7K 0.01%
162
550
$14.7K 0.01%
2,012