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
276
$29.6K 0.03%
297
277
$29.3K 0.03%
2,356
278
$29K 0.03%
1,200
279
$29K 0.03%
260
280
$28.5K 0.03%
159
-62
281
$28.4K 0.03%
75
282
$28.1K 0.03%
294
283
$28K 0.03%
1,706
284
$27.9K 0.03%
68
285
$27.9K 0.03%
1,821
286
$27.8K 0.03%
288
287
$27.7K 0.03%
314
+164
288
$27.4K 0.02%
180
289
$27.2K 0.02%
+140
290
$27.1K 0.02%
282
291
$27.1K 0.02%
595
292
$27K 0.02%
405
-62
293
$27K 0.02%
250
294
$26.8K 0.02%
57
295
$26.7K 0.02%
548
296
$26.5K 0.02%
2,262
+1,237
297
$26.3K 0.02%
92
298
$26.1K 0.02%
448
299
$26K 0.02%
400
300
$25.8K 0.02%
228
-110
10 11
12
13 14