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
376
$18.4K 0.02%
43
377
$18.4K 0.02%
426
378
$18.3K 0.02%
419
379
$18.3K 0.02%
865
380
$18.3K 0.02%
+406
381
$18.3K 0.02%
613
382
$18.2K 0.02%
218
383
$18.2K 0.02%
268
384
$18.1K 0.02%
516
385
$18K 0.02%
+220
386
$18K 0.02%
184
387
$18K 0.02%
+52
388
$17.8K 0.02%
1,852
389
$17.8K 0.02%
176
390
$17.8K 0.02%
160
391
$17.8K 0.02%
182
392
$17.6K 0.02%
+53
393
$17.6K 0.02%
585
394
$17.6K 0.02%
207
395
$17.6K 0.02%
131
396
$17.6K 0.02%
302
397
$17.5K 0.02%
100
398
$17.5K 0.02%
221
399
$17.5K 0.02%
262
400
$17.4K 0.02%
265