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
351
$20.5K 0.02%
184
352
$20.5K 0.02%
197
353
$20.5K 0.02%
103
354
$20.4K 0.02%
+137
355
$20.4K 0.02%
+2,206
356
$20.4K 0.02%
150
357
$20.4K 0.02%
75
358
$20.4K 0.02%
+207
359
$20.3K 0.02%
1,014
360
$20.2K 0.02%
123
361
$20.1K 0.02%
971
362
$20.1K 0.02%
179
363
$20.1K 0.02%
217
364
$20.1K 0.02%
268
365
$20K 0.02%
272
366
$20K 0.02%
442
367
$19.9K 0.02%
52
368
$19.9K 0.02%
117
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369
$19.9K 0.02%
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370
$19.8K 0.02%
417
371
$19.7K 0.02%
302
372
$19.7K 0.02%
+2,021
373
$19.5K 0.02%
476
374
$19.5K 0.02%
200
-134
375
$19.5K 0.02%
328