RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
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 +$209K
2 +$109K
3 +$100K
4
ACN icon
Accenture
ACN
+$94.2K
5
KO icon
Coca-Cola
KO
+$58.7K

Top Sells

1 +$616K
2 +$402K
3 +$365K
4
NEE icon
NextEra Energy
NEE
+$308K
5
PG icon
Procter & Gamble
PG
+$274K

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
401
$18.2K 0.02%
162
402
$18.2K 0.02%
+2,274
403
$18.2K 0.02%
270
404
$18.2K 0.02%
289
405
$18.1K 0.02%
131
406
$18K 0.02%
205
-627
407
$18K 0.02%
684
+251
408
$17.9K 0.02%
+274
409
$17.9K 0.02%
123
410
$17.9K 0.02%
+140
411
$17.8K 0.02%
+1,452
412
$17.8K 0.02%
82
413
$17.8K 0.02%
713
414
$17.8K 0.02%
168
415
$17.8K 0.02%
+99
416
$17.8K 0.02%
60
417
$17.7K 0.02%
+688
418
$17.7K 0.02%
1,069
419
$17.6K 0.02%
158
420
$17.6K 0.02%
78
421
$17.5K 0.02%
107
422
$17.5K 0.02%
234
423
$17.5K 0.02%
53
424
$17.5K 0.02%
+919
425
$17.4K 0.02%
309