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
326
$22.2K 0.02%
111
327
$22.2K 0.02%
+235
328
$22K 0.02%
250
329
$21.5K 0.02%
4,269
330
$21.5K 0.02%
297
331
$21.5K 0.02%
1,301
332
$21.3K 0.02%
2,356
333
$21K 0.02%
288
334
$20.9K 0.02%
+547
335
$20.8K 0.02%
103
336
$20.7K 0.02%
65
337
$20.6K 0.02%
98
338
$20.5K 0.02%
211
339
$20.5K 0.02%
188
340
$20.3K 0.02%
442
341
$20.3K 0.02%
+500
342
$20.2K 0.02%
230
+64
343
$20.1K 0.02%
207
344
$20.1K 0.02%
66
345
$20K 0.02%
88
+27
346
$20K 0.02%
95
347
$19.9K 0.02%
92
348
$19.7K 0.02%
721
349
$19.7K 0.02%
55
350
$19.7K 0.02%
180