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
251
$37.6K 0.03%
51
252
$37.4K 0.03%
461
253
$37.4K 0.03%
1,061
254
$37.4K 0.03%
+4,651
255
$37.1K 0.03%
584
256
$35.5K 0.03%
+467
257
$35.1K 0.03%
51
258
$35K 0.03%
109
259
$34.9K 0.03%
344
260
$34.9K 0.03%
492
261
$34.7K 0.03%
550
262
$34.1K 0.03%
599
263
$33.1K 0.03%
334
+134
264
$33K 0.03%
180
265
$32.8K 0.03%
142
266
$32.8K 0.03%
80
267
$32.6K 0.03%
170
268
$32.4K 0.03%
91
269
$32.3K 0.03%
338
270
$32K 0.03%
13
271
$31.8K 0.03%
1,048
272
$31.8K 0.03%
238
273
$31.7K 0.03%
1,390
274
$31.4K 0.03%
105
275
$31.1K 0.03%
57
9 10
11
12 13