RTC

Riverview Trust Company Portfolio holdings

AUM $82.8M
1-Year Est. Return 15.31%
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
+$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
747
New
Increased
Reduced
Closed

Top Buys

1
+$121K
2
+$95.2K
3
+$73.8K
4
ORCL icon
Oracle
ORCL
+$48.7K
5
MBC icon
MasterBrand
MBC
+$37.4K

Top Sells

1
+$213K
2
+$210K
3
+$202K
4
NEE icon
NextEra Energy
NEE
+$195K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$191K

Sector Composition

1 Technology 20.88%
2 Healthcare 13.63%
3 Financials 9.69%
4 Consumer Discretionary 6.91%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.04%
278
227
$43.9K 0.04%
335
228
$43.4K 0.04%
338
229
$43.2K 0.04%
346
230
$42.9K 0.04%
221
+62
231
$42.7K 0.04%
88
232
$42.5K 0.04%
255
233
$42.2K 0.04%
500
234
$41.5K 0.04%
163
235
$41.4K 0.04%
455
+383
236
$40.7K 0.04%
187
237
$40.5K 0.04%
220
238
$40.2K 0.04%
616
239
$40K 0.04%
275
240
$39.4K 0.04%
282
241
$39.2K 0.04%
293
242
$39K 0.04%
160
243
$38.9K 0.04%
586
244
$38.8K 0.04%
808
245
$38.7K 0.04%
175
246
$38.4K 0.04%
332
247
$38.4K 0.04%
865
248
$38.2K 0.04%
338
249
$38.1K 0.04%
781
+46
250
$37.7K 0.03%
197
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