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
326
$26K 0.02%
595
327
$25.9K 0.02%
945
+539
328
$25.8K 0.02%
808
329
$25.7K 0.02%
960
330
$25.6K 0.02%
181
331
$25.4K 0.02%
616
332
$25.4K 0.02%
294
333
$25.4K 0.02%
1,390
334
$25.3K 0.02%
228
335
$25.2K 0.02%
548
336
$25.1K 0.02%
268
+101
337
$25.1K 0.02%
1,706
338
$24.8K 0.02%
703
+168
339
$24.8K 0.02%
269
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340
$24.6K 0.02%
168
341
$24.5K 0.02%
420
+132
342
$24.3K 0.02%
65
343
$24.2K 0.02%
282
344
$24.2K 0.02%
400
345
$24K 0.02%
307
346
$23.8K 0.02%
122
347
$23.5K 0.02%
68
348
$23.2K 0.02%
713
349
$23.1K 0.02%
288
350
$23.1K 0.02%
2,917