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
$90.4M
AUM Growth
+$3.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1 +$222K
2 +$133K
3 +$129K
4
DLR icon
Digital Realty Trust
DLR
+$120K
5
SWKS icon
Skyworks Solutions
SWKS
+$107K

Top Sells

1 +$2.58M
2 +$586K
3 +$296K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$261K
5
CTSH icon
Cognizant
CTSH
+$259K

Sector Composition

1 Technology 17.36%
2 Healthcare 11.16%
3 Financials 8.37%
4 Materials 6.08%
5 Communication Services 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$72K 0.08%
995
127
$68K 0.08%
1,173
128
$67K 0.07%
1,078
129
$66K 0.07%
265
130
$65K 0.07%
1,390
131
$65K 0.07%
267
132
$64K 0.07%
355
133
$64K 0.07%
340
134
$62K 0.07%
316
-771
135
$60K 0.07%
577
136
$59K 0.07%
620
137
$57K 0.06%
344
138
$57K 0.06%
1,875
139
$55K 0.06%
803
140
$53K 0.06%
200
141
$52K 0.06%
732
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142
$51K 0.06%
360
143
$51K 0.06%
414
144
$51K 0.06%
1,284
145
$50K 0.06%
129
146
$50K 0.06%
431
147
$50K 0.06%
776
148
$47K 0.05%
370
149
$47K 0.05%
292
150
$47K 0.05%
400