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
$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
376
$19.5K 0.02%
170
377
$19.3K 0.02%
188
378
$19.3K 0.02%
231
379
$19.2K 0.02%
43
380
$19.1K 0.02%
85
381
$19.1K 0.02%
865
382
$19.1K 0.02%
3
383
$18.9K 0.02%
225
-230
384
$18.8K 0.02%
128
385
$18.8K 0.02%
55
386
$18.7K 0.02%
65
387
$18.7K 0.02%
364
388
$18.7K 0.02%
426
389
$18.7K 0.02%
570
390
$18.7K 0.02%
683
391
$18.6K 0.02%
290
392
$18.5K 0.02%
516
393
$18.5K 0.02%
1,852
394
$18.4K 0.02%
64
395
$18.4K 0.02%
1,250
+284
396
$18.4K 0.02%
271
397
$18.3K 0.02%
426
398
$18.3K 0.02%
+1,626
399
$18.3K 0.02%
211
400
$18.2K 0.02%
60