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
$103M
AUM Growth
-$1.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Sells

1 +$13.4M
2 +$431K
3 +$380K
4
LVS icon
Las Vegas Sands
LVS
+$329K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$291K

Sector Composition

1 Technology 16.2%
2 Healthcare 10.06%
3 Materials 8.2%
4 Financials 7.27%
5 Communication Services 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$32K 0.03%
931
177
$31K 0.03%
599
178
$31K 0.03%
550
179
$31K 0.03%
+1,125
180
$31K 0.03%
421
181
$29K 0.03%
1,173
182
$29K 0.03%
616
183
$29K 0.03%
559
184
$29K 0.03%
461
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$29K 0.03%
200
186
$28K 0.03%
473
187
$28K 0.03%
460
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$28K 0.03%
557
189
$28K 0.03%
129
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$27K 0.03%
245
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$27K 0.03%
1,061
192
$27K 0.03%
109
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$27K 0.03%
335
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$25K 0.02%
106
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$25K 0.02%
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$25K 0.02%
414
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$25K 0.02%
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$24K 0.02%
546
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$24K 0.02%
586
200
$23K 0.02%
228