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
601
$14.1K 0.01%
+479
602
$14K 0.01%
+254
603
$13.9K 0.01%
+3,132
604
$13.8K 0.01%
+500
605
$13.7K 0.01%
+820
606
$13.7K 0.01%
+181
607
$13.6K 0.01%
+150
608
$13.5K 0.01%
+62
609
$13.5K 0.01%
+179
610
$13.4K 0.01%
+865
611
$13.4K 0.01%
+222
612
$13.4K 0.01%
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613
$13.4K 0.01%
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614
$13.1K 0.01%
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615
$13.1K 0.01%
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616
$13K 0.01%
+457
617
$12.9K 0.01%
+201
618
$12.6K 0.01%
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619
$12.5K 0.01%
+182
620
$12.4K 0.01%
+247
621
$12.3K 0.01%
+321
622
$12.2K 0.01%
+356
623
$12.2K 0.01%
+400
624
$12.2K 0.01%
+264
625
$11.4K 0.01%
+240