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
301
$24.8K 0.02%
360
302
$24.7K 0.02%
161
+11
303
$24.6K 0.02%
508
304
$24.3K 0.02%
68
305
$24.2K 0.02%
214
306
$24.1K 0.02%
260
307
$24K 0.02%
388
308
$23.9K 0.02%
2,076
309
$23.8K 0.02%
+122
310
$23.5K 0.02%
116
311
$23.5K 0.02%
365
312
$23.4K 0.02%
971
313
$23.3K 0.02%
1,935
314
$23.3K 0.02%
113
315
$23.2K 0.02%
181
316
$23K 0.02%
960
317
$23K 0.02%
548
318
$22.9K 0.02%
257
319
$22.9K 0.02%
113
320
$22.8K 0.02%
1,052
321
$22.8K 0.02%
374
322
$22.8K 0.02%
332
+144
323
$22.7K 0.02%
123
324
$22.7K 0.02%
300
325
$22.4K 0.02%
71