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
$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
376
$20.2K 0.02%
442
377
$20.2K 0.02%
179
378
$20.1K 0.02%
207
379
$20K 0.02%
436
380
$20K 0.02%
414
381
$19.8K 0.02%
684
382
$19.8K 0.02%
176
383
$19.8K 0.02%
182
384
$19.7K 0.02%
185
385
$19.7K 0.02%
75
386
$19.7K 0.02%
257
387
$19.6K 0.02%
231
388
$19.6K 0.02%
412
389
$19.6K 0.02%
99
390
$19.6K 0.02%
335
-70
391
$19.6K 0.02%
182
392
$19.5K 0.02%
52
393
$19.5K 0.02%
392
394
$19.5K 0.02%
286
+122
395
$19.4K 0.02%
200
396
$19.3K 0.02%
419
397
$19.3K 0.02%
+845
398
$19.3K 0.02%
271
399
$19.2K 0.02%
302
400
$19.2K 0.02%
82