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
251
$36K 0.03%
180
252
$35.5K 0.03%
187
253
$35.5K 0.03%
1,390
254
$35.5K 0.03%
80
255
$35.3K 0.03%
238
256
$35.1K 0.03%
344
257
$35.1K 0.03%
1,046
+461
258
$34.4K 0.03%
540
259
$34.1K 0.03%
194
+95
260
$34.1K 0.03%
367
+137
261
$33.3K 0.03%
609
-1,064
262
$33.1K 0.03%
282
263
$32.6K 0.03%
198
264
$32.4K 0.03%
13
265
$32.3K 0.03%
293
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266
$32.2K 0.03%
492
267
$32K 0.03%
360
268
$31.9K 0.03%
338
269
$31.7K 0.03%
616
270
$31.7K 0.03%
233
271
$30.8K 0.03%
401
272
$30.7K 0.03%
197
-78
273
$30.6K 0.03%
142
274
$30K 0.03%
396
275
$29.9K 0.03%
2,993
9 10
11
12 13