We are live on ! Find out more
RTC

Riverview Trust Company Portfolio holdings

AUM $81.2M
1-Year Est. Return 18.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$2.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
902
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$347K
3
+$182K
4
T icon
AT&T
T
+$160K
5
RTX icon
RTX Corp
RTX
+$158K

Top Sells

1
+$1.66M
2
+$577K
3
+$489K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$434K
5
COST icon
Costco
COST
+$377K

Sector Composition

1 Technology 18.42%
2 Healthcare 15.88%
3 Financials 10.86%
4 Industrials 7.23%
5 Consumer Discretionary 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$13K 0.01%
+214
552
$13K 0.01%
+202
553
$13K 0.01%
+423
554
$13K 0.01%
+446
555
$13K 0.01%
151
-60
556
$13K 0.01%
+776
557
$13K 0.01%
+130
558
$13K 0.01%
+203
559
$13K 0.01%
180
-120
560
$13K 0.01%
+320
561
$13K 0.01%
+468
562
$13K 0.01%
194
563
$13K 0.01%
+86
564
$13K 0.01%
+532
565
$13K 0.01%
+607
566
$13K 0.01%
+276
567
$13K 0.01%
265
568
$13K 0.01%
180
569
$13K 0.01%
+442
570
$13K 0.01%
+105
571
$13K 0.01%
+101
572
$13K 0.01%
273
-773
573
$13K 0.01%
+254
574
$13K 0.01%
108
575
$13K 0.01%
+433
21 22
23
24 25