RTC
Riverview Trust Company Portfolio holdings
AUM
$80.3M
1-Year Return
15.88%
This Quarter Return
+8.64%
1 Year Return
+15.88%
3 Year Return
+71.73%
5 Year Return
+102.78%
10 Year Return
–
AUM
$109M
AUM Growth
+$3.1M
(+2.9%)
Cap. Flow
-$3.34M
Cap. Flow
% of AUM
-3.07%
Top 10 Holdings %
Top 10 Hldgs %
40.32%
Holding
747
New
54
Increased
40
Reduced
61
Closed
43
Top Buys
| 1 |
Tesla
TSLA
|
$121K |
| 2 |
Advanced Micro Devices
AMD
|
$95.2K |
| 3 |
Morgan Stanley
MS
|
$73.8K |
| 4 |
Oracle
ORCL
|
$48.7K |
| 5 |
MasterBrand
MBC
|
$37.4K |
Top Sells
| 1 |
Cencora
COR
|
$213K |
| 2 |
Applied Materials
AMAT
|
$210K |
| 3 |
Becton Dickinson
BDX
|
$202K |
| 4 |
NextEra Energy, Inc.
NEE
|
$195K |
| 5 |
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% |
