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
$113M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
731
New
Increased
Reduced
Closed

Top Buys

1 +$747K
2 +$717K
3 +$555K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$303K
5
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$298K

Top Sells

1 +$583K
2 +$215K
3 +$121K
4
TMO icon
Thermo Fisher Scientific
TMO
+$60.7K
5
KO icon
Coca-Cola
KO
+$57.8K

Sector Composition

1 Technology 20.66%
2 Healthcare 12.83%
3 Financials 9.71%
4 Consumer Discretionary 6.83%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$53.2K 0.05%
344
227
$53.1K 0.05%
122
228
$51.9K 0.05%
265
229
$51.6K 0.05%
611
230
$51.5K 0.05%
340
231
$51.2K 0.05%
499
232
$50.7K 0.05%
949
233
$50.6K 0.04%
386
+108
234
$50.4K 0.04%
242
235
$49.7K 0.04%
9,128
+6,922
236
$49.2K 0.04%
2,220
237
$48.9K 0.04%
229
-52
238
$48K 0.04%
717
+286
239
$48K 0.04%
+217
240
$47.9K 0.04%
+99
241
$47.7K 0.04%
3,842
242
$47.7K 0.04%
255
243
$47.4K 0.04%
1,076
+211
244
$46.9K 0.04%
375
245
$46.6K 0.04%
618
246
$46.4K 0.04%
584
247
$46.1K 0.04%
411
248
$45.8K 0.04%
622
249
$44.9K 0.04%
197
250
$44.6K 0.04%
220