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
426
$18.3K 0.02%
1,852
427
$18.2K 0.02%
113
428
$18.2K 0.02%
290
429
$18.1K 0.02%
734
430
$18K 0.02%
170
431
$18K 0.02%
128
432
$17.9K 0.02%
209
433
$17.9K 0.02%
3
434
$17.8K 0.02%
197
435
$17.8K 0.02%
574
436
$17.7K 0.02%
221
437
$17.7K 0.02%
60
438
$17.7K 0.02%
217
439
$17.7K 0.02%
43
440
$17.6K 0.02%
388
441
$17.5K 0.02%
245
442
$17.4K 0.02%
121
443
$17.3K 0.02%
949
444
$17.3K 0.02%
309
445
$17.3K 0.02%
274
446
$17.2K 0.02%
+750
447
$17.1K 0.02%
44
448
$17.1K 0.02%
+3,587
449
$17.1K 0.02%
87
450
$17.1K 0.02%
350