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
326
$22.5K 0.02%
300
327
$22.3K 0.02%
207
328
$22.2K 0.02%
113
329
$22.2K 0.02%
548
330
$22.1K 0.02%
182
331
$22.1K 0.02%
960
332
$22.1K 0.02%
374
333
$21.9K 0.02%
1,301
334
$21.8K 0.02%
257
335
$21.7K 0.02%
121
336
$21.6K 0.02%
734
337
$21.5K 0.02%
165
338
$21.5K 0.02%
574
339
$21.3K 0.02%
+182
340
$21.2K 0.02%
165
341
$21.2K 0.02%
65
342
$21.2K 0.02%
+257
343
$21.1K 0.02%
+2,012
344
$21.1K 0.02%
64
345
$21.1K 0.02%
419
346
$21K 0.02%
218
347
$20.8K 0.02%
607
348
$20.7K 0.02%
111
349
$20.7K 0.02%
115
-148
350
$20.6K 0.02%
419