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
301
$25.8K 0.02%
181
302
$25.3K 0.02%
436
303
$25.2K 0.02%
131
304
$25.2K 0.02%
207
+46
305
$25.1K 0.02%
122
306
$25K 0.02%
68
307
$24.9K 0.02%
366
308
$24.6K 0.02%
113
309
$24.6K 0.02%
1,128
310
$24.5K 0.02%
71
311
$24.4K 0.02%
365
312
$24.3K 0.02%
185
313
$24.1K 0.02%
388
314
$23.8K 0.02%
1,935
315
$23.8K 0.02%
2,917
+2,381
316
$23.7K 0.02%
307
317
$23.6K 0.02%
105
318
$23.6K 0.02%
98
319
$23.3K 0.02%
116
320
$23.2K 0.02%
721
321
$22.9K 0.02%
43
322
$22.8K 0.02%
500
323
$22.7K 0.02%
187
324
$22.7K 0.02%
508
325
$22.6K 0.02%
179