RTC

Riverview Trust Company Portfolio holdings

AUM $80.3M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$128K
3
+$110K
4
ACN icon
Accenture
ACN
+$100K
5
KO icon
Coca-Cola
KO
+$56.8K

Top Sells

1
+$686K
2
+$417K
3
+$400K
4
NEE icon
NextEra Energy
NEE
+$302K
5
JPM icon
JPMorgan Chase
JPM
+$286K

Sector Composition

1 Technology 22.12%
2 Healthcare 13.31%
3 Financials 9.9%
4 Consumer Discretionary 7.09%
5 Industrials 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42.1K 0.04%
105
+65
227
$42.1K 0.04%
220
228
$41.8K 0.04%
126
229
$41.3K 0.04%
332
230
$40.7K 0.04%
163
231
$40.3K 0.04%
109
232
$40.2K 0.04%
461
233
$40.2K 0.04%
51
234
$40.1K 0.04%
707
-1,025
235
$40K 0.04%
586
236
$39.6K 0.04%
340
237
$39.4K 0.04%
550
238
$39.3K 0.04%
88
239
$39K 0.04%
175
240
$38.9K 0.04%
91
241
$38.8K 0.04%
207
-69
242
$38.7K 0.04%
865
243
$38.5K 0.03%
616
244
$38.5K 0.03%
30
245
$38.4K 0.03%
170
246
$37.2K 0.03%
1,061
247
$36.8K 0.03%
338
248
$36.8K 0.03%
4,269
249
$36.5K 0.03%
808
250
$36.2K 0.03%
735
-46
8 9
10
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