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
401
$19.1K 0.02%
116
402
$19.1K 0.02%
43
403
$19.1K 0.02%
1,014
404
$19.1K 0.02%
1,452
405
$19K 0.02%
1,078
+837
406
$19K 0.02%
184
407
$18.9K 0.02%
113
408
$18.9K 0.02%
500
409
$18.9K 0.02%
207
410
$18.8K 0.02%
153
411
$18.8K 0.02%
419
412
$18.7K 0.02%
251
413
$18.7K 0.02%
103
414
$18.7K 0.02%
265
415
$18.7K 0.02%
211
416
$18.6K 0.02%
1,128
417
$18.6K 0.02%
180
418
$18.5K 0.02%
558
419
$18.5K 0.02%
68
420
$18.5K 0.02%
683
421
$18.3K 0.02%
92
422
$18.3K 0.02%
64
423
$18.3K 0.02%
1,069
424
$18.3K 0.02%
649
425
$18.3K 0.02%
117