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
426
$16.4K 0.02%
112
427
$16.3K 0.02%
65
428
$16.3K 0.02%
101
429
$16.2K 0.01%
3,442
430
$16.2K 0.01%
144
431
$16.1K 0.01%
189
432
$16.1K 0.01%
168
433
$16K 0.01%
+137
434
$16K 0.01%
272
435
$15.9K 0.01%
860
436
$15.9K 0.01%
123
437
$15.9K 0.01%
309
438
$15.9K 0.01%
+220
439
$15.9K 0.01%
+68
440
$15.8K 0.01%
75
441
$15.8K 0.01%
984
442
$15.8K 0.01%
164
-130
443
$15.8K 0.01%
165
444
$15.8K 0.01%
64
445
$15.8K 0.01%
593
446
$15.8K 0.01%
590
447
$15.8K 0.01%
315
448
$15.8K 0.01%
584
449
$15.7K 0.01%
641
450
$15.7K 0.01%
117