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
276
$38.2K 0.03%
+314
277
$37.9K 0.03%
356
-133
278
$37.6K 0.03%
1,390
279
$36.7K 0.03%
616
280
$36.6K 0.03%
338
281
$36.6K 0.03%
207
282
$36.2K 0.03%
338
283
$36K 0.03%
401
284
$35.8K 0.03%
268
+180
285
$35.6K 0.03%
233
286
$34.2K 0.03%
80
287
$33K 0.03%
13
288
$32.8K 0.03%
344
289
$32.7K 0.03%
540
290
$32.4K 0.03%
180
291
$32.3K 0.03%
1,061
292
$32.1K 0.03%
1,046
293
$31.7K 0.03%
250
294
$31.3K 0.03%
+1,557
295
$31.1K 0.03%
210
+151
296
$30.9K 0.03%
238
297
$30.2K 0.03%
187
298
$30K 0.03%
198
299
$29.9K 0.03%
68
300
$29.9K 0.03%
180