RTC
Riverview Trust Company Portfolio holdings
AUM
$80.3M
1-Year Return
15.88%
This Quarter Return
+7.66%
1 Year Return
+15.88%
3 Year Return
+71.73%
5 Year Return
+102.78%
10 Year Return
–
AUM
$110M
AUM Growth
+$1.54M
(+1.4%)
Cap. Flow
-$5.43M
Cap. Flow
% of AUM
-4.92%
Top 10 Holdings %
Top 10 Hldgs %
40.99%
Holding
774
New
70
Increased
45
Reduced
75
Closed
98
Top Buys
| 1 |
Riverview Bancorp
RVSB
|
+$215K |
| 2 |
NVIDIA
NVDA
|
+$128K |
| 3 |
ConocoPhillips
COP
|
+$110K |
| 4 |
Accenture
ACN
|
+$100K |
| 5 |
Coca-Cola
KO
|
+$56.8K |
Top Sells
| 1 |
Apple
AAPL
|
+$686K |
| 2 |
Amazon
AMZN
|
+$417K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$400K |
| 4 |
NextEra Energy, Inc.
NEE
|
+$302K |
| 5 |
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% |
