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
451
$15.6K 0.01%
+188
452
$15.6K 0.01%
457
453
$15.5K 0.01%
154
454
$15.5K 0.01%
280
455
$15.5K 0.01%
243
456
$15.4K 0.01%
535
457
$15.4K 0.01%
+364
458
$15.4K 0.01%
1,821
459
$15.4K 0.01%
290
460
$15.4K 0.01%
1,018
461
$15.3K 0.01%
99
+9
462
$15.3K 0.01%
128
463
$15.3K 0.01%
43
464
$15.3K 0.01%
105
465
$15.2K 0.01%
406
466
$15.2K 0.01%
209
467
$15.2K 0.01%
85
468
$15.2K 0.01%
+89
469
$15.2K 0.01%
88
470
$15.2K 0.01%
1,128
471
$15.2K 0.01%
448
472
$15.1K 0.01%
1,505
473
$15.1K 0.01%
108
474
$14.9K 0.01%
360
475
$14.9K 0.01%
75