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
276
$30.8K 0.03%
233
277
$30.7K 0.03%
126
278
$30.6K 0.03%
540
279
$29.7K 0.03%
767
280
$29.5K 0.03%
548
281
$29.4K 0.03%
396
282
$29.3K 0.03%
1,200
283
$29.2K 0.03%
30
284
$28.7K 0.03%
297
285
$28.7K 0.03%
150
-62
286
$28.4K 0.03%
180
287
$27.7K 0.03%
366
288
$27.7K 0.03%
2,210
289
$27.5K 0.03%
294
290
$27.5K 0.03%
595
291
$27.3K 0.03%
75
292
$27.2K 0.03%
1,706
293
$26.9K 0.02%
282
294
$26.6K 0.02%
198
295
$26.5K 0.02%
131
296
$26.1K 0.02%
616
297
$25.4K 0.02%
448
298
$25.3K 0.02%
401
299
$25K 0.02%
436
300
$25K 0.02%
185