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
351
$19.5K 0.02%
487
352
$19.5K 0.02%
271
353
$19.4K 0.02%
1,014
354
$19.3K 0.02%
197
355
$19.3K 0.02%
607
356
$19.3K 0.02%
75
357
$19.2K 0.02%
165
358
$19.1K 0.02%
82
359
$19.1K 0.02%
60
360
$19K 0.02%
187
361
$19K 0.02%
170
362
$19K 0.02%
179
363
$18.9K 0.02%
426
364
$18.8K 0.02%
574
365
$18.8K 0.02%
64
366
$18.8K 0.02%
1,069
367
$18.7K 0.02%
307
368
$18.7K 0.02%
121
369
$18.6K 0.02%
245
370
$18.6K 0.02%
419
371
$18.6K 0.02%
683
372
$18.6K 0.02%
649
373
$18.6K 0.02%
713
374
$18.5K 0.02%
341
375
$18.5K 0.02%
150