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
626
$12K 0.01%
59
627
$12K 0.01%
+575
628
$12K 0.01%
+88
629
$12K 0.01%
+206
630
$12K 0.01%
+483
631
$12K 0.01%
188
-257
632
$12K 0.01%
+340
633
$12K 0.01%
+536
634
$12K 0.01%
+3,442
635
$12K 0.01%
+716
636
$12K 0.01%
+758
637
$12K 0.01%
+172
638
$12K 0.01%
+625
639
$12K 0.01%
+339
640
$12K 0.01%
243
641
$12K 0.01%
+656
642
$12K 0.01%
+158
643
$12K 0.01%
692
644
$12K 0.01%
+212
645
$12K 0.01%
38
646
$12K 0.01%
413
+71
647
$12K 0.01%
+322
648
$12K 0.01%
+74
649
$11K 0.01%
+869
650
$11K 0.01%
+1,300
24 25
26
27 28