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
176
$30K 0.03%
+334
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931
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$30K 0.03%
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656
-3,240
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45
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$26K 0.03%
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$26K 0.03%
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$22K 0.02%
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$22K 0.02%
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$20K 0.02%
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$19K 0.02%
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$18K 0.02%
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$16K 0.02%
210