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
$82.8M
AUM Growth
+$2.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1 +$72.7K
2 +$36.7K

Top Sells

1 +$1.24M
2 +$99K
3 +$95K
4
HPQ icon
HP
HPQ
+$90.9K
5
BMY icon
Bristol-Myers Squibb
BMY
+$87.2K

Sector Composition

1 Technology 12.21%
2 Financials 6.7%
3 Industrials 4.29%
4 Healthcare 3.32%
5 Consumer Staples 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$81.4K 0.1%
2,590
102
$81K 0.1%
786
103
$80.6K 0.1%
400
104
$77.7K 0.09%
696
105
$74K 0.09%
217
106
$73.5K 0.09%
335
107
$72.6K 0.09%
520
108
$72.3K 0.09%
380
109
$71.9K 0.09%
600
110
$71.3K 0.09%
400
111
$70.8K 0.09%
1,549
-1,163
112
$70.4K 0.09%
31,548
113
$69.6K 0.08%
409
114
$66.6K 0.08%
1,875
115
$66.3K 0.08%
1,471
-1,867
116
$65.1K 0.08%
269
117
$57K 0.07%
167
118
$56.1K 0.07%
169
119
$55.2K 0.07%
234
-95
120
$54K 0.07%
650
121
$53.7K 0.06%
469
122
$53.6K 0.06%
431
123
$53.3K 0.06%
80
124
$50.8K 0.06%
559
125
$49.4K 0.06%
99