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
401
$17.4K 0.02%
103
402
$17.3K 0.02%
328
403
$17.3K 0.02%
570
404
$17.2K 0.02%
270
405
$17.2K 0.02%
173
406
$17.2K 0.02%
87
407
$17.2K 0.02%
180
408
$17.1K 0.02%
350
409
$17K 0.02%
43
410
$17K 0.02%
476
411
$17K 0.02%
158
412
$17K 0.02%
162
413
$16.9K 0.02%
231
414
$16.9K 0.02%
85
415
$16.8K 0.02%
11
416
$16.8K 0.02%
98
417
$16.8K 0.02%
331
418
$16.7K 0.02%
3
419
$16.7K 0.02%
217
420
$16.6K 0.02%
479
421
$16.6K 0.02%
734
422
$16.6K 0.02%
414
423
$16.5K 0.02%
107
424
$16.5K 0.02%
179
425
$16.4K 0.02%
239