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
$110M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1 +$215K
2 +$128K
3 +$110K
4
ACN icon
Accenture
ACN
+$100K
5
KO icon
Coca-Cola
KO
+$56.8K

Top Sells

1 +$686K
2 +$417K
3 +$400K
4
NEE icon
NextEra Energy
NEE
+$302K
5
JPM icon
JPMorgan Chase
JPM
+$286K

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
426
$17.4K 0.02%
+404
427
$17.3K 0.02%
98
428
$17.3K 0.02%
180
429
$17.3K 0.02%
350
430
$17.2K 0.02%
584
431
$17.2K 0.02%
+1,582
432
$17.2K 0.02%
+3,081
433
$17.1K 0.02%
400
434
$17K 0.02%
105
435
$16.9K 0.02%
+997
436
$16.9K 0.02%
265
437
$16.9K 0.02%
75
438
$16.9K 0.02%
590
439
$16.9K 0.02%
101
440
$16.9K 0.02%
535
441
$16.9K 0.02%
+2,531
442
$16.8K 0.02%
+949
443
$16.7K 0.02%
262
444
$16.6K 0.02%
185
445
$16.6K 0.02%
212
446
$16.6K 0.02%
176
447
$16.6K 0.02%
+113
448
$16.6K 0.02%
68
449
$16.6K 0.02%
+1,811
450
$16.6K 0.02%
+783