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
$98.3M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$677K
2
+$479K
3
+$121K
4
PFE icon
Pfizer
PFE
+$107K
5
NVDA icon
NVIDIA
NVDA
+$57.9K

Top Sells

1
+$1.37M
2
+$747K
3
+$479K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$363K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$281K

Sector Composition

1 Technology 23.43%
2 Healthcare 12.81%
3 Financials 9.08%
4 Communication Services 7.61%
5 Consumer Discretionary 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-945
102
– –
-1,440
103
– –
-1,057
104
– –
-68
105
– –
-485
106
– –
-242
107
– –
-179
108
– –
-133
109
– –
-620
110
– –
-1,559
111
– –
-11
112
– –
-116
113
– –
-158
114
– –
-185
115
– –
-269
116
– –
-4,269
117
– –
-115
118
– –
-197
119
– –
-808
120
– –
-179
121
– –
-1,159
122
– –
-524
123
– –
-599
124
– –
-294
125
– –
-1,400
3 4
5
6 7