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
$83.1M
AUM Growth
+$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Sells

1 +$777K
2 +$754K
3 +$536K
4
INTC icon
Intel
INTC
+$141K
5
RIO icon
Rio Tinto
RIO
+$114K

Sector Composition

1 Technology 12.4%
2 Financials 6.97%
3 Industrials 4.35%
4 Healthcare 3.28%
5 Consumer Staples 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ANET icon
126
Arista Networks
ANET
$169B
$43.5K 0.05%
332
KMB icon
127
Kimberly-Clark
KMB
$34.8B
$43.5K 0.05%
431
SBUX icon
128
Starbucks
SBUX
$111B
$43.5K 0.05%
516
CTSH icon
129
Cognizant
CTSH
$31.1B
$41.5K 0.05%
500
MA icon
130
Mastercard
MA
$466B
$38.2K 0.05%
67
+17
GIL icon
131
Gildan
GIL
$12.4B
$38.1K 0.05%
610
KMI icon
132
Kinder Morgan
KMI
$75.5B
$37.9K 0.05%
1,380
PFE icon
133
Pfizer
PFE
$151B
$37.7K 0.05%
1,514
-2,305
DOX icon
134
Amdocs
DOX
$7.39B
$37K 0.04%
460
PGR icon
135
Progressive
PGR
$124B
$36.9K 0.04%
162
+53
IJR icon
136
iShares Core S&P Small-Cap ETF
IJR
$95.9B
$35.7K 0.04%
297
MTCH icon
137
Match Group
MTCH
$7.27B
$35.2K 0.04%
1,089
MAS icon
138
Masco
MAS
$13.9B
$34.5K 0.04%
544
CVS icon
139
CVS Health
CVS
$103B
$33.2K 0.04%
418
VUG icon
140
Vanguard Growth ETF
VUG
$196B
$31.2K 0.04%
64
CMCSA icon
141
Comcast
CMCSA
$115B
$31.1K 0.04%
1,040
-1,550
CBOE icon
142
Cboe Global Markets
CBOE
$31.5B
$30.1K 0.04%
120
ETN icon
143
Eaton
ETN
$138B
$29.3K 0.04%
92
TMUS icon
144
T-Mobile US
TMUS
$242B
$28.4K 0.03%
140
EFG icon
145
iShares MSCI EAFE Growth ETF
EFG
$9.79B
$28.3K 0.03%
248
CTVA icon
146
Corteva
CTVA
$52.5B
$27.4K 0.03%
409
FAST icon
147
Fastenal
FAST
$53.3B
$26.9K 0.03%
671
+87
WY icon
148
Weyerhaeuser
WY
$17.9B
$26.9K 0.03%
1,135
LH icon
149
Labcorp
LH
$23.1B
$26.1K 0.03%
104
HD icon
150
Home Depot
HD
$367B
$25.8K 0.03%
75